RNU renascor resources limited

Excellent points and thanks for pointing out that line around...

  1. 219 Posts.
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    Excellent points and thanks for pointing out that line around stockpiling, I missed it.

    Whether or not it was the reason or directly drives the moves you mentioned (I am hopeful though), it definitely strengthens the logic behind the economic corridor strategy. I wonder how a stockpile framework might look:

    - Jurisidiction trust: Cant see a national stockpile being built from supplies that come from volatile, opaque or corrupt regions
    - Reliability: End-to-end continuity matters. Uninterrupted mine - processing - stockpiling. No surprise shutdowns, strikes, violence or disruptions.
    - ESG transparency and standards compliance: Labour conditions, bribery risk, and environmental impact will all come under scrutiny
    - Alliance Alignment: Supply chains aligned with the G7, shared trade frameworks, shared security protocols, and without risk from Chinese strategic influence.

    Also Echo your thoughts. As you mentioned, I also found it interesting that Australia and South Korea were given such a spotlight. The fact that they are not in the G7 also makes it even more significant. To me, that's directional, not symbolic.

    Africa may be on a certain posters' radar, but Australia is in the inner circle.
    Regrettably, this isn’t shaping up well for developing nations in the short term, but Australia-mined, Australia-processed material imo will be in the driver’s seat.

    https://hotcopper.com.au/data/attachments/7076/7076624-9ff2cb9d286b17ef7e084a0c3cc63639.jpg
    https://hotcopper.com.au/data/attachments/7076/7076628-a8a09e3860d963a2b9eff82fde480659.jpg

    AIMO DYOR

    Last edited by eadclipse: Today, 01:19
 
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