Timing is Golden, page-73

Offers good trading. If looking at it from a different perspective. Australia and China are intrinsically linked insofar as our trade position is largely dependant on china. With the setting of this trade war China will be looking to secure assets for it's own security. A large part of this will be renewable energy as well as steel production. As you know steel grades are bolstered by vanadium. Where will people be looking to acquire enough materials to help bolster the downfall in importation (transshipping also has a play here)? What else? Fluorspar. This are secondary uses as well, so potentially exciting times to be bravr. Exciting times. Remember this is just one example
Looks like mike beat me too the punch