James Bay could be a real surprise for us if the “international relations” continue to degrade, and the US starts looking more “close to home” for raw materials / chemical supply...?
I think there will be a real push at some stage to reduce their reliance on the east for such a critical “resource”.
How will they reduce the risk of feeding these hungry mouths, ensuring consistent, quality supply?:
Imo they won’t want their supply to be at the mercy of the CCP if more sh!t hits the fan.
Interesting times ahead!
GXY Price at posting:
87.5¢ Sentiment: Buy Disclosure: Held
