Yes, this is a relevant point. It is also essential to...

Yes, this is a relevant point.
It is also essential to acknowledge the difficulties of shipping out of there due to the volatile situation should the conflict continue.

At the very least, shipping companies, which are essentially modern day pirates, will certainly add a security cost to each voyage as they have through gulf of Aden.

They will cut services due to risk and will require the cargo owners to take extra insurances, as well as putting rates much higher dues to less capacity on the water.

This isn't just for raw material , but will be for all freight down to the workbooks you give to staff increasing in price.

Honestly the best thing that could happen is that major mining companies fund a collaborative specific mining shipping company that also guarantees access to the little mining co's.