Likelihood Assessment:More Likely Under Watt: Watt’s pragmatic, industry-friendly approach, commitment to timely decisions, and alignment with critical minerals priorities make Bowdens’ approval more likely under his leadership than Plibersek’s, assuming Silver Mines resolves the NSW transmission line issue and submits a robust federal application. The project’s lower emissions profile (compared to coal/gas) and economic benefits (220 jobs, regional investment) align with Watt’s “sustainable development” rhetoric. His Western Australian visit and openness to industry input further suggest a favorable disposition toward resource projects.Caveats: Approval is not guaranteed. Ongoing state-level delays, community opposition, and potential EPA oversight could complicate or delay approval. If Bowdens’ environmental impacts (e.g., lead contamination, biodiversity loss) trigger significant federal scrutiny, Watt may impose strict conditions or reject it to bolster his environmental credentials, especially given COP31 pressures.Conclusion:The Bowdens Silver Project is more likely to be approved under Murray Watt than Tanya
TLDR More likely but there is a lot of slip between cup and lip.
RRL Price at posting:
$4.45 Sentiment: Hold Disclosure: Held
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