I think logically from a geopolitical view China preference towards Tanzanian as a supplier or ore would be preferable to USA or even Asian neighbours, like Vietnam whom have south China sea boundry disputes with China . Or USA who have a whole range of complex competition with China
i think this policy inside China might be net positive for us , if it's part intent towards control of imports. It might even improve ore prices as stated previously that it could remove dirty cheap low opex miners in Myanmar. Tanzania unlike Myanmar isn't governed by a Junta so has internal stability issues.
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