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The 70% localization forecast hinges on certification cycles, not just production capability. Japanese and Korean electronics customers require multi-year qualification. Also note the distinction between precipitated and ground grades—particle size distribution below 1 micron commands significant premiums. Buyers should specify target d50 and surface treatment, as these determine real performance in polymer compounds.
For buyers, the practical takeaway is to verify whether your supplier runs low-temperature gibbsite processing or high-temperature diaspore lines. The latter inherently carries higher energy costs, which will show up in price stability during power price spikes. Also, check whether the plant has dedicated precipitation trains for specialty grades—switching between metallurgical and chemical grades reduces product consistency.