Philippines
Gina Lopez the DENR head was rejected yesterday. Phillipines mining index was up <3% on the news
No replacement given yet, but if it is Jacinto that is massive news for all industry players
Nickel was relying on the ban to continue for higher prices, so could see a sell of in Ni prices
Stocks like OGC and RTG that had their operations at risk should rerate significantly
RTG is in the final stages of their Mabilo mining license, and Jacinto was assisting them. If he gets in, giddy up !
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