Jun. 27 at 2:51 PM
$SREMF
Still one of the few credible Western scandium projects at real scale.
And honestly, scandium is still one of those metals most people barely talk about, but it keeps showing up in the background of a few important tech trends.
Where it actually matters:
Solid oxide fuel cells, including exposure through
$BE, make up ~60% of global scandium demand
6G buildout likely starts showing up closer to ~2029–2030
Automotive alloys where scandium can reduce weight ~15% without sacrificing strength
The consistent theme here is supply.
Scandium is still structurally constrained, with very limited scalable production globally. That’s the real bottleneck, not demand.
$SREMF sits in that rare category of potential supply-side answers if the market actually tightens.
Still early… but this is very much a supply vs demand gap story
