The short version
Just 2 companies supply this market — thin enough that a single exit would be felt immediately. The price has jumped 1343% in a year, to $11.42 per unit — sharp rises like this often mean supply is already tightening. Put together: this looks like a healthy supply — the boring kind, which is exactly what you want.
The numbers behind every sentence are on this page below — and the Watch button emails you when any of them move.