"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze
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Source: Zero Hedge
Published: 2026-08-13 20:55 UTC+10:00
Section: General
Factuality Score: 100
Opinion Category: Neutral
Topics: Asia, Military & Defence, China, Financial Markets, Trade & Sanctions, Asia Pacific
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Snippet:
Piper Sandler initiated coverage of LightPath Technologies with an "Overweight" rating and a 12-month price target of $15, citing the defense supplier's proprietary BlackDiamond infrared glass, which completely "circumvents" the need for Germanium amid "significant cost increases and scarcity stemming from recent Chinese export controls."
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