Europe's power crisis, production cuts and shortages of aluminum have left consumers in a quandary about Russian supplies of the metal vital for the region's transport, construction and packaging industries.
Two companies mine 85% of all boron. China holds a near monopoly on downstream processing. Now a California mine wants to break open this opaque market.
Proposals to soften the impact of surging power prices will not shield metals producers from further production cuts and job losses, industry groups say.