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.
AIMO DYOR
