Yeah valid point Gaz. I see mining assets - some anyway and Balama is certainly one - having a far more valuable premium as the fall out from U.S. - China and now Australia become embroiled at finger pointing and stoushes and China trying to use it's purchase dominance yuan as collatoral.
This mining - materials - along with everything for that matter is very changed landscape and China will have to do what they tended to do more of in the past - buy whole assets. Where the U.S. is concerned - they are making no bones about it - GGG in Greenland and Lynas are already fair and square in their vision as they source reo's elsewhere. The global trading platform will still remain but there is and will be a very big shift in how.
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