I don't really care if you are convinced or not...those are facts when dealing with China and using Chinese made products in a host of categories and industries. Look at Microsoft (forced to give up the source code for Windows OS to do business with China - totally undermined their products' security and reliability in the process), Apple - same thing...like I said the list goes on and on. Companies have finally gotten wise to this and are leaving China because of it or outright refusing to do buisness with them for fear of undermining themselves in the process.
Do you represet Bloom Energy's logistics department? DoD's? Are you a represetative for any kind of supply chain logistics? Risk management? I didn't think so, so your comment is irrelevant. It is just your opinion which holds zero weight in the end users eyes who would be purchasing and using Scandium Oxide products, or any other products/materials sourced from China.
And look at the end users still looking for reliable REE supply to this day. Whenever China wants they could cut off supply again like in 2011 and costs would skyrocket and end users who use those products/materials sourced from China are screwed....again. The main positive for end users of NioCorp products is diversity and security of supply, and not having to deal with the Chinese govt. Do you really think the DoD is going to base their weapons supply chain logistics on China? You are out of your mind if you think so.
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