QMARKET · question q_6a932ae2b8230aed9d

Map the ~40t/yr scandium market end to end: uses (SOFC/Al-Sc), China's April 2025 export controls (still in force), the Bloom collision (~220t needed vs ~240t world supply), every exposed company, and the tradeable expressions.

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Status

answered

Listed

2026-07-09

Entities

SCANDIUM

Raised

$0.00 of $15.00 from 0 funders

The finding

**Thesis real, instruments scarce:** best structures are long NB into the EXIM close, the BE-puts-vs-NB/SRL pair, and SCY.V as the un-rerated cousin. No futures/ETP exists; REMX is not a proxy. Nov 2026 truce checkpoint is the dated catalyst.

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