On a world / political / supply / security level this is all...

On a world / political / supply / security level this is all getting to a critical and very interesting place with a lot of moving parts and players. This situation could have been and was predicted by some years ago but there would have been an element of conspiracy fear and over exaggeration reaction to it. This is clearly not the case anymore and it’s now being discussed openly by all major governments around the world. Jim Chalmers speech today will be addresssing exactly this. I think nothing can ever be certain and still the cards could fall either way but it seems to be all coming to a head and policies will be put in place ie tariffs and subsidies (wrongly or rightfully) that could have some very positive outcomes for different sectors, industries and companies. RNU is definitely positioned very well to benefit from what’s playing out as we speak.