Qmarket · question q_6a932ae2b8230aed9d

How do China's April 2025 controls affect the ~40t/yr scandium market?

Full question

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

The scandium squeeze thesis is real, but tradeable instruments are scarce. Best expressions are long NB into the EXIM close, the BE-puts-vs-NB/SRL pair, and SCY.V; no futures or ETP exists, and REMX is not a proxy.

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