Sovereign risk is increasing day by day for Australia based...

Sovereign risk is increasing day by day for Australia based minerals experts.

Beijing won’t be bailing out Australia this time around unlike 2008 GFC. Domestic focus is the policy.

Chinese students (a lucrative, huge money bag for the Australian economy), may well choose to remain in the PRC, the land of TianXia.

US is itching for conflict and maintaining supremacy.

Even FIRB meddles in AVZ business.

meanwhile Europe is deadly serious about EVs and the entire supply chain. And Chinese business interests remain strong there.

Security of supply from Port Lobito, even from Namibia, is clearly more desireable, than any Australian port.

Beijing keeps punishing. Latest is, travel warning for Australia.

It just keeps worsening.

Meanwhile

The Congo, has multilateral interests working towards greater stability.

Because the Congo really does matter for minerals. Only need to google it.

$10 not fat fetched where further vertical integration into the supply chain can be achieved, as indicated by primary lithium sulphate production plans.

Meahwhile the tin I gots to be alone keeps the lights on and more.

In such a climate, consider this:

Speculation corner:

General Lithium walked away from MLL in Mali. The proximity to Europe was touted as a key driver.

Further, from who did MLL acquire the motivation to do lithium sulphate production?

General Lithium is the next thing after Tianqi and Ganfeng.

Arguably General Lithium has plans for expansion.

Where is the greatest opportunity for JV’s outside the US and China?

Europe.

Join the dots fellas