Thanks for such a great analysis.
Regarding point 6: "Will China partner with Afghanistan to mine REEs, iron ore, lithium, etc?", My answer is NOT in the foreseeable future, simply because there is a UN resolution (The United Nations Security Council Resolution 1267 ) against any business relation with Talian, which is theoretically impossible to be removed in 5 years.
My take on this week's commodity correction and future predictions., page-3
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