Decryptors are now useful on modules, allowing inventors to produce 3-4 times the amount of modules per T1 BPC copy. I think this a very under looked component of the over supply we're seeing on T2 modules right now. Take Cov Ops cloaks, for instance. While they use the new reactions as part of their materials cost, the fact that you can now churn out 4 times the amount you could prior to the patch is pushing these modules to their lowest prices in over a year.
This report is meant to represent a significant 120d view of moon materials on the market. Charts stop before the HAC Change Proposal from CCP Rise.
Moon resources represent the primary conflict driver in null security space. Though the feature might be polarizing, the fact remains that moons provide a life-blood resource to the entire EVE universe, and provide reasons to fight over static resources. The case is obvious, as Marlona Sky wrote, the CFC vs TEST fight in Fountain was all about moons.
Odyssey introduced three big shake ups to the moon supply line
I wrote some predictions right before Odyssey launched, and with the CFC vs TEST fight in Fountain coming to a close, it’s an excellent time to see what has happened to the game as a whole because of these changes.
The Moon Product Life Cycle
For those unfamiliar, the road from raw moon material to T2 item or ship is long and complex. With such a convoluted supply line, it is nearly impossible to locally source the entire thing as a player or organization. Also, moon materials can only be mined in <0.4 systems in known space.
Furthermore, every rare material can be replaced through a process called alchemy. If any single product becomes particularly scarce or valuable, a secondary material can be substituted. This process is significantly less efficient than direct reactions, but if prices climb to astronomic levels, alchemy provides a “relief valve”. Alchemy was part of what broke OTEC’s stranglehold on Technetium. Also, alchemy broke the monopolies on the rarest materials like Dysprosium back with Dominion.
The end destination for 99% of moon products will be T2 modules and ships. In relation, 40-90% of a T2 product’s value will come from those moon products. This means that any change to supplies, prices, or availability of moon products will be reflected almost entirely inside the T2 market. Also, since moons materials are going exclusively into T2 products, these fluctuations tend to have very little effect on other products such as T1, PI, rigs, or T3.
In the end, there are two major forces driving T2 and moon products. From the demand side, T2 metas in PVP and PVE drive demand for finished products, which in turn drive need for moon supplies. From the supply side, null sec wars and logistics drive the root supply, controlling the final price of T2 products. Though reverberations take some significant time to move through the system, at the end of the day, these two forces are inexorably tied.