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