BHP 2.04% $40.01 bhp group limited

Commodity Concern, page-19

  1. 5,225 Posts.
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    Thats not what you said, your words....your claiming transitioning away from Australia....now you muddy the water with lockdowns !

    I get that the demand side for commodities might be there (albeit cyclically depending on geopolitical/recession issues), but it's a valid argument that the supply is transitioning away from Australian supply due to political and structural issues (direct ownership of non-Australian assets by commodity buyers).
 
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