<<This doesn't even consider the political climate in the US that at this point appears to see domestic supply for these critical materials not just appealing, but necessary.>>
Your comment about the article in respect of Niobium is correct. It is very poor dd by the author.
About the Scandium , my opinion is that the NioCorp figures will be better then the FS figures as a result of their strategy on Scandium. ( independantly of which scandium price they will use) The proof of the pudding is in the eating. But I think we will have appetizers before. I have my ideas about the other scandium plays but this is not the right forum; I am an investor in NioCorp; Not in the other ones.
You say "Niocorps projected 8,000 tpa would have minimal effect on CBMM's global market " Correct I would think. Go back and read Pea 1 and Pea 2 . Why a Pea 2. Who is your popi?