South Africa's first HPMSM plant commissioned as manganese emerges as the battery mineral LMFP is making indispensable MMC's 6,000 tpa high-purity manganese sulfate monohydrate Phase 1 went live June 11; Gabon's 2029 export ban and GEMCO's forced ramp alter seaborne supply; US North Star PEA pegs a 100,000 tpa project at $474.8M 長期戦 ·10 論調 ·6月26日