“The fourth quarter of the year might be hurt by [an abundance of] inventory accumulated during the third quarter of the year,” Crawley said during a panel discussion on Monday October 12 regarding the impact of Covid-19 on the tantalum and niobium supply chain.
“We will see consumers working down their inventories before they buy material again,” he added.
Supply was reduced in the first half of the year, Crawley noted.
“In the first quarter, we saw reduced supply from China due to Covid-19-related lockdowns there. In the second quarter, supply...