General Discussions, page-29665

To the contrary, its more likely to have a positive affect on RNU.

In actuality, this legislation is providing exChinese anode players with the assurance to make binding (BOA) investments with the confidence of knowing that their business will be economically supported and viable years from now because they can continue to use Chinese material knowing that Chinese anode players time is coming to an end. Their only catch is that they have to show real intent that they will comply (BOA with RNU will do that!). Effectively, this is leveling the playing field because China is already making unsustainable ‘negative returns’. Therefore, this is more likely to leave them with no where else to go from here but up.

Furthermore, it is reassuring that governments of the OECD will do whatever it takes to regain market share to correct the supply imbalance. So far, governments have provided sound answers to prepare and navigate us through this new industrial age that is upon us. I think, OECD governments have figured it out; they are currently intervening quickly and savagely to re-balance the supply chain to be more robust and free of ‘state’ manipulation.

Hopefully, the Australian government can come to the party with its own Aussie-brand policies in the May budget. If so, it will heighten the squeeze from both ends.

Looking forward to the next few weeks.

AIMO, DYOR GLTA(patient)H