mineral processing capacity
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 17, 2025 by Josh Goldman · across every show →
Everything said about mineral processing capacity, oldest first
Apr 17, 2025 neutral
Goldman: Chinese margin tolerance deters private investment in mineral smelting
“If a Chinese party is willing to buy it for more than you because they will accept less margin, that makes it much harder. It's much harder to underwrite a project like that. And so that has, it has it's had a, you know, deterring effect on just private commer…”