The reason why I am so pumped up that ANS is party to the goings on in Congo is the heavy hitters that Ding brought together in 2018. They are literally the top iron ore, steel and infrastructure wonders of the world.
There is zero chance the French or any other obscure european groups can pull off what is a massive and complex regional infrastructure integration project even if they have the financial wherewithall to take equity in what is best high grade iron ore cluster with strategic scale and long mine life that money can buy right now anywhere in the world.
At the end of the day, what matters to the African governments is getting the high grade product to market at the quickest possible time using proven infrastructure delivery capability, fully funded with minimal risks.
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