{"art_url":"https://d1liwsgvdtvkdb.cloudfront.net/art/q_6a932ae2b8230aed9d/qm-ascii-fit-v1/051e3da3f85dfa1fdefeb30595933936ca2cfb4b149b391394a7adedae1a034b/1200.jpg","art_url_600":null,"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.","display_title":"How do China's April 2025 controls affect the ~40t/yr scandium market?","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":"2026-07-09T00:00:00Z","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":{"summary":"The scandium squeeze thesis is real, but tradeable instruments are scarce. Best expressions are long NB into the EXIM close, the BE-puts-vs-NB/SRL pair, and SCY.V; no futures or ETP exists, and REMX is not a proxy.","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":2390.4}}