NTS analysis on semiconductor and materials supply chains
China's April 2025 MOFCOM Announcement No. 18 controls scandium exports, tripling scandium oxide prices and disrupting SOFC electrolyte sourcing.
Round SiC powder is not one thing: grade crushed angular, spray-dried granule, and plasma-spheroidized powders, and what to verify before you buy.
The 2026 global silicon carbide (SiC) market: ~$5.29 billion at a 10.7% CAGR through 2031. Demand by application, the price ladder, and China supply.
China's materials export controls are licensing regimes, not embargoes. Five procurement strategies: licensing, dual-sourcing, contracts, and Incoterms.
China's critical-materials export controls, from gallium to scandium: a chronological reference with per-item status and sourcing implications.
Scandium: almost no standalone mines and just ~40 tonnes of global output a year — its shortage, SOFC and aerospace demand, and post-control price spike.
Some 'SiC granules' are really crushed angular powder. A lot-verification protocol with SEM/EDS, PSA, and XRD checking morphology, composition, and phase.
ScSZ (10Sc1CeSZ) specs and the SOFC electrolyte supplier landscape across China, Japan, the US, and Korea, with a selection-criteria matrix.
Inventory buffering is a lead-time service and transfer of risk. A framework on carrying cost, the cash conversion cycle (CCC), and four levers to cut it.
A practical guide to importing silicon carbide (SiC) powder into Korea: HS classification, tariff rates, FTA origin, K-REACH, and packaging.
