Industrial Bottlenecks Are Forcing a Rethink of Critical Materials Supply
Constraints in advanced manufacturing are beginning to surface in places investors typically do not look first. Aerospace components, industrial turbines, and high-performance alloys are facing tighter supply conditions, even as end-market demand remains strong. In many cases, the limiting factor is not fabrication capacity or engineering complexity, but access to a narrow set of specialty metals embedded deep within the supply chain.Niobium sits squarely in that category, and the U.S. Geological Survey has already ranked it among the top 10 minerals by economic risk to the United States. ...
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