The short version
Only one company currently supplies this market — there is no backup if it stumbles. The price has jumped 30% in a year, to $0.0530 per mL — sharp rises like this often mean supply is already tightening. Put together: worth watching — several of the pressures that precede supply trouble are present at once.
The numbers behind every sentence are on this page below — and the Watch button emails you when any of them move.