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Brazil IO mining is in chaos, slammed by both Covid and the...

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    Brazil IO mining is in chaos, slammed by both Covid and the tailings dams disasters.

    Guinea is also a shambles and is far from production.

    The only player shipping the volumes China needs is Australia. A monopsony.

    China can do without our wine or almonds, but not our IO.

    Further, South Flank is well down on the cost curve. Relax.

    Ash
 
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