Looking at the bigger picture, Erin's timing might be very good. Looks like industry is gearing up for 2014 and beyond.
As 16 Chinese fiberglass kilns enter the cold repair period as well as the backward capacity is eliminated, China's glass fiber capacity will reduce by 250,000 tons or so in 2013. With the new realization of new capacity and the rebounding of downstream demand, the production will resume its growth during 2014-2015.
Prices could soar by 40-45% in 2014-2015 http://content.yudu.com/Library/A1vi5r/AsianCeramicsFeb12/resources/62.htm
Turkey is now changing from the $1-$2 billion dollar market to the $100 billion dollar market;
The $100B boron high-tech market
"The first is a market worth $1.5-2 billion and includes items such as raw boron ore, boron concentrate, boron derivatives and Turkey’s boron trade is part of this market ,” he told Sunday’s Zaman."
"The second market Batar speaks of contains high-tech products in industries such as textile, medicine and glass and is worth $100 billion. Turkey’s share in this giant market is almost zero. Batar, who sees Turkey’s high boron potential, said: “A profit of TL 800 million is not a big amount as far as boron is concerned. A single company earns $5 billion from boron products in the United States, importing most of the boron from Turkey."
This is the reason for comments like this, "We don't have any to sell for at least three years, he said"
"Noting that Turkey has increased it's capacity 5 times in the last 7 to 8 years , Yildiz said that all the boron for the next three years had already been sold."