China International Capital Co says tantalum and niobium sup
文 / 小金
2026-08-26 08:02:17
来源:亚金网
China International Capital Co says tantalum and niobium supply is highly fragile and increasingly exposed to external disruption. New demand from AI, new energy and commercial space sectors is tightening balances and, combined with geopolitical frictions, could lift price midpoints. The report flags strategic upside for fully integrated, full‑chain players — firms with secured upstream resources, expanding midstream capacity and defensible downstream technologies are likely to benefit materially.
