Tantalum Shortage Grounds BoeingDidn't this type of shortage of supply preceed the price spikes of the early 2000? If so Commerce could really benefit from being one of the few companies with tantalum in the case of a strong price movement.
The last post also mentions that Hunter Dickinson has entered the search for these metals. To me that's a vote of confidence that the markets for these metals are moving in the right direction.