Extra Bad / Good news geopolitics 2021, page-7

to answer your question with facts,

—CATL have shown interest in Manono since 2016 in various ways even a drilling campaign with a neighbour Tantalex (drill results after 2 years still pending)

This week CATL via Yibin just did an OT for Manono supply. By the time shipments happen 2023 the world will be even hungrier. China had its ‘day’ 2-3 years ago, as it did here with pricing and margin had. It’s reasonable to assume demand from EU (the best EV market) means supply demand quotients will mean China’s early bird day chances are sinking already

—10-15% of project via Congolese based project entity Dathcom could have been sold to someone like CATL, who has fossicked around via a shell MInocom and Ruiyou.

if it didn’t happen in 2016, why now?

Sundance did what for years and that’s Congo Brazzaville not Kinshasa.

Anyone paying attention like Twiggy Forrest visiting Kinshasa for energy and mining proposals via FMG subsidiary Fortrscue Futures knows where growth is set to happen, and it’s touted as the Persian gulf for EV metals