I'm not sure I agree. My view is that the smart money is not impressed with greens or so called teals so I'm not convinced (as many are) that the outcome is so positive for renewables that involve ANY form of mining - I also tend to take all the promises with a (large) grain of salt. I also note the recent Green scare report about a dirty creek. That seemed to be more impoertant to them than the fact that we are trying to be part of the solution to the problem!
With regards to China - It's not so simple, yes they are a trading partner but it's clear they have ambitious beyond trade so we need to be very careful.
I hate talking politics as I repsect eveyones political view so I will tie it back to CXO. I think the key for us is the vertical intergration from digging it up all the way to a finished product. That would help at least get around China which may be a problem in a few years (or sooner).
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