Appear CCP are getting a little concerned about cheap minerals not flowing into China from Myanmar. Bangkok Post today states Chinese minister has called for a stop to war between rebels trying depose the military Gov. The rebels have taken large areas - key trading towns in the north of Myanmar which borders China. Perhaps we will see another spike in RE prices soon enough - as was seen when Myanmar RE concentrate supply ceased for quiet a period when China closed its borders re covid - the current Myanmar RE concentrate non supply or very limited supply has been occurring for over 3 months now.
Any RE substantial rises as seen before for the same issue of non Myanmar supply would be very welcome at a time ARU are releasing key binding progress.
General Discussion, page-1931
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