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Yours is the BS..💩 Bayer process and Bayer Liquor are 2 different things. Understand it at the first place. LOL

Then forget it. The Bayer process is not used to produce gallium. The Bayer process is a chemical process that is primarily used for extracting alumina (aluminum oxide) from bauxite ore, which is the main source of aluminum. The process involves dissolving the alumina from the bauxite ore using...

Here are some of the companies that produce red mud, along with the estimated amount they produce per year: Company Country Estimated amount produced per year (tons) Aluminium Corporation of China China 1.5 million Rio Tinto Australia 1 million Alcoa United States 500,000 Norsk Hydro...

Then why Bayer stock is declining? It is supposed to increase significantly because market expect the upcoming skyrocketing Gallium price that Bayer supply abundantly. Care to explain?

The technology for extracting gallium from red mud is still relatively new, and it is not yet clear how long it will take for the technology to become mature enough to be commercially viable. As of now, although there are a number of companies that are working on developing the technology to...

The reluctant of dirty business is not the reason why world will need a decade to replace China's supply on gallium and germanium. Technology is major reason. China master majority patent of REM production technology. Another bad news is: it will be very expensive and may not economically...

So you believe this kind of mutual cooperation will make US able to push EU effectively in order to sacrifice EU's technology and economy interest? Go ahead. But I invite you to see how even US is taking so hard effort to make EU surrender her interest in working with Huawei and ZTE for the...

China is clever, can play her card well.

I think you can not comprehend that what Raytheon supply to Europe can be substituted by European defense industries, although might not be really on par. That means Europe defense should not be threatened, while Europe technology and economy could be threatened if they can't produce enough due...

So that means US should not push European for the sake of US' interests upon European one. Because US defense also depends on Europe parts/component too. As simple as that, but you still dont get it. LOL

Logical fallacy. Indonesian or not nothing to do with having/not having clear picture of reality. LOL Intertwining means each other has bargaining power on each other. It is not the same case like chip between China and US where China depend on US technology while US not depend on China...

Because majority that Raytheon supply to Europe can be substituted by European defense industries. They (european defense industry and other high tech industries) need gallium and germanium, they will chose their own industry rather than choosing raytheon.

Crippled Raytheon doesnt mean crippled Europeean defense. LOL Europe still has Aerospatiale, Dassault, BAE, Thompson etc. But crippled European high tech champions will cripple European technology and future economy.

Germanium is used in the manufacture of semiconductors and fiber-optic systems. Gallium is used in the production of semiconductors, LEDs, and solar cells, it is also used in the manufacture of high-speed transistors. The limited of Gallium and Germanium will impact chip productions, this means...

Not that easy. That means US must push European government to force their high tech industry not to use/import gallium/germanium; how European government will do that? Will Europe be willing to let their high tech industry to loose their competitiveness to their competitors from Asia and even...

NVDIA will risk of securing orders due to curb of gallium and germanium.

Like what?

Raytheon need to race with cell phone manufacturers and other high tech manufacturers for the very-very limited gallium supply.

That was not critique, that was insult.

https://www.ft.com/content/57c16db1-023a-4c81-8507-7ccec851232e