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The molten salt storage angle is the real game-changer here. If those CSP projects materialize, we could see structural tightness rather than just cyclical spikes. Buyers should watch project approvals closely, as any acceleration would tighten the market well before 2025.
The European import numbers are striking—Spain and the Netherlands together account for over $300 million. That suggests strong demand for high-purity industrial grades, likely for glass and technical applications. Chinese exporters should focus on quality certifications to capture premium pricing in these mature markets rather than competing purely on volume.