I'd be more skeptical about transportation being the road block if there was an equal deposit some where in the world with an easier journey to port.
If I followed KE I wouldn't be here anymore, I don't believe he is the nuclease to the end result.
of course this has risk and the SP reflects that, trade with adequate risk to the portfolio and it can be a great return If all plays out how I envisage it but in saying that something may pop up.