I'd be more skeptical about transportation being the road block...

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.