Tivan - news and media, page-230

This update on China suggests the importance of semiconductors/chips going forward for them to boost their economy (how Queensland intends to compete for solar panel manufacturing and whilst one of US's largest solar companies is facing challenges at the same time, is beyond my understanding). China's challenge seems to be about increasing domestic confidence and local consumption, especially after their property market implosion. The trade wars, tariffs, (CHIP Acts for semiconductors & chips specifically) and alliances will put pressure on Chinese goods being consumed in other markets, though not every country is applying the tariffs uniformly so they may get market penetration in varying degrees globally.

https://www.csis.org/analysis/mineral-demands-resilient-semiconductor-supply-chains

Conversely, Japan and South Korea (and US, Europe & Taiwan) have the skills/knowledge/tech/R&D to create that competing tension (as GW has put it in the past) & grow market share for semiconductors and chips. The F PFS therefore has to be qualitative for Speewah/Tivan to have any chance of progressing to next stages, including the partnership with Sumitomo being firmed up by year end.

https://www.chemanalyst.com/NewsAndDeals/NewsDetails/economic-instability-pressures-fluorspar-market-new-projects-provide-optimism-28715

Don't know who this mob are but Ares in US is progressing towards metspar production late 2024/early 2025 and acidspar into 2025. This old preso has some info on grades https://imformed.com/wp-content/uploads/2021/10/WALKER-Fluorine-Forum-2021-IMFORMED.pdf