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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 457.82+1.3%Jan 23 4:00 PM EST

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To: TobagoJack who wrote (187118)4/28/2022 4:05:57 PM
From: maceng21 Recommendation

Recommended By
sense

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<<On <<neon>>, the China price supposedly went up 6X,>>

OK, I will concede that Neon is currently more of a consumable than I first thought. -g-

I have seen that number X6 in price at several places.

In the silicon chip biz I used to price things as follows. Figure roughly how much something should cost. As its for the semiconductor biz add a zero on the end. See what the vendor is charging, and if it's about the same as the X10, it's a fair price.

I went through several wars in semiconductors when chips went to ridiculous premiums. Every body goes nuts and jumps on bandwagons. It's all hoopla mainly

The annual consumption of neon is high. 650 million litres at approx $3 per liter. Fact is though they could reclaim 75% but until,the price spike, few could be bothered.

That can change as teams are assigned to projects reducing use. Next there will be an oversupply.

Palladium, could be an issue there.

Oh...

Palladium falls nearly 13% on worries over China demand hit | Reuters

Looks like it's all games. -g-
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