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Most probably won't stop Chinese from developing Laos. Prices will rebound as always when economic growth does.

Chinese have long memories and want to either control, or at least have some leverage at the negotiating table, for feeedstock critical to their manufacturing industries. They don't have this with Alumina as yet, as far as I am aware.

Look at what is going on in Africa in particular. The Chinese are swooping on iron ore, gold, oil, uranium, etc. All they can get.

I remain pretty optimistic that SARCO will get funded in 1H2012.