I think governments levelling the playing field re. Mineral pricing is only a good thing. So many industries are propped up by subsidies one way or another.
Not sure why anyone would take the view that the economics need to stack up on a stand alone basis. Maybe one day they will, but for now we need to combat artificial market forces as we’re only where we are due to Chinas artificial support of their own processing industry.
critical minerals are now strategic. It is what it is!
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