The list is long in Africa now of projects that have fallen foul of sovereign risk. SYR the most recent domino to fall.
Africa is also strongly aligned to Chinese investment/debt.
Sovereign risk. National Security risk. Supply chain risk.
It is baffling why these issues are firmly front and centre yet it has yet to translate into critical minerals investment across the spectrum.
I suspect it is a rubber band being stretched, and the more it is stretched. the more powerful and rapid the shift will be.
- The money will flow into Australian projects.
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