RE: Potential impact for EEE10 Sep 2025 09:32
Minihook, during downturns, the cream of the crop, the lowest cost producer, will rise to the top. If we believe EEE has the best quality, most easily accessible/easily mined resource of titanium, then they should do very well.
Regardless, we are still a long way off from producing, so I'm not sure this should be affecting us.