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karlgkktoday at 12:37 AM1 replyview on HN

Making it isn’t hard. The issue is that it’s such a low margin product that anyone spinning up a facility will not see any decent ROI. And local govt won’t allow competition because it risks collapsing their whole market if both producers fail at a the same time.

This is what govt is good for, in respects to ensuring materials supply continuity for their domestic markets


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mmoosstoday at 3:34 AM

The article says it would be difficult to ramp up other production. What is your claim based on?

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