Yeah, was surprised to hear about Ukraine and Kaolin too. A bit of googling did yield that they are indeed a very significant exporter.
Best data I could find for is for 2018: https://wits.worldbank.org/trade/comtrade/en/country/UKR/year/2018/tradeflow/Exports/partner/ALL/product/250700
Also a list here of Ukraine Kaolin companies - quite a few: https://www.company-list.org/ukraine/kaolin/
Here is what our plant might sort of look like https://mineral.com.ua/en/
I don't think the world, let alone most people investing in ADN, and certainly not instos, have woken up to the fact of what this may mean for Kaolin prices and profit. Remember that of course in mining, every extra dollar in resource price goes straight to the bottom line!
Ann: Investor Presentation - Brisbane Minerals Metals Conference, page-46
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