Ann: DFS Refresh Significantly Improves Mulga Rock Economics, page-7

Thanks for the input Uranman. Iran waivers are also meant to lapse tomorrow, notwithstanding another deferral.

Yes but RSA definitely holding the utilites back. Agree, Australia and Canada probably the better jurisdictions to secure supply looking ahead, even Sub-Saharan nations have had their ratings reduced to "negative" or "watch" since the pandemic induced affect on economies.

Cheers