If you look at the 10y plot you will see the price is about $90/lb, up from $30/lb 6 years ago. Their target has been $55/lb, so the dramatic price increase is

If you look at the 10y plot you will see the price is about $90/lb, up from $30/lb 6 years ago. Their target has been $55/lb, so the dramatic price increase is working in their favor. That being said, I think their initial customer base would be the US government, who has no issue spending extra for domestic material.