{"id":"q_6a932ae2b8230aed9d","text":"Map the ~40t/yr scandium market end to end: uses (SOFC/Al-Sc), China's April 2025 export controls (still in force), the Bloom collision (~220t needed vs ~240t world supply), every exposed company, and the tradeable expressions.","slug":"map-the-40t-yr-scandium-market-end-to-end-uses-sofc-al-sc-china","status":"answered","entities":["SCANDIUM"],"ref_url":null,"forecasters":null,"created":"2026-07-09","budget_cents":1500,"tier":"standard","raised_cents":0,"funders":0,"artifact":{"id":"a_6a932ae22f56fb4949","question_id":"q_6a932ae2b8230aed9d","latest_rev":1,"machine_price_cents":50,"freshness_hours":72,"external_url":"https://scandium-dossier.us-east-1.gists.org","teaser":{"verdict":"**Thesis real, instruments scarce:** best structures are long NB into the EXIM close, the BE-puts-vs-NB/SRL pair, and SCY.V as the un-rerated cousin. No futures/ETP exists; REMX is not a proxy. Nov 2026 truce checkpoint is the dated catalyst.","headline":{"direction":"mixed","confidence_band":"medium","magnitude_class":"moderate"},"question":"Map the ~40t/yr scandium market end to end: uses (SOFC/Al-Sc), China's April 2025 export controls (still in force), the Bloom collision (~220t needed vs ~240t world supply), every exposed company, and the tradeable expressions.","citations_count":0},"downloads":0,"unique_buyers":0,"age_hours":1309.7}}