Years ago I got involved with financing a Titanium Dioxide plant in Brazil. I’ve had an eye on this commodity ever since. What I find interesting about TiO2 (“TD”) is that everything that you look at that is white has this stuff in it. From pills to food to paper to paint, if it’s white, it’s TD.
Demand for this stuff has been on a tear; rising at ~20% a year. World consumption is 2 pounds of ‘white’ per person. That’s the average for all 7 billion of us. The western
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