We have published our long-gestating #Boron Sector Review. In it we examine the applications and demand/supply balance in this key mineral where the West has a decided strategic advantage, with #Turkey, the US and #Argentina being the major producers, with #Serbia as a (potential) addition to the mix. The dominant producers are ETIMADEN ASIA PACIFIC LIMITED & #RTZ. Then we dive into the situation, and progress, at developers BORON ONE (in Serbia) and 5E Advanced Materials, Inc (in California) and relate our visit to the long-term producer, Borax Argentina in #Salta. https://lnkd.in/eNKYTAan
Christopher Ecclestone Excellent report (as always)
Thanks Christopher, this is a great read!
This is garbage. The writing is horrible (as if nobody proofread it), there are glaring contradictions and just factually wrong information. For example, you state on Page 5 that the main application for borates is glass and insulation (going on to say that glass makes up 50% of the market). Yet the pie chart JUST ABOVE this pargraph only has glass at 22% and insulation at 15%. Just in case math passed you over, this adds up to only 37%.