South Australian 20-year State Infrastructure Strategy

Relevant Extracts from South Australian 20-year State Infrastructure Strategy document, that I found of interest:

"Copper is a basic requirement of the digital age. With the right infrastructure and planning, South Australia could be the third largest copper producer in the world within the 20-year timeframe of this Strategy." [page 4, see link below]

"South Australia also has some excellent mineral, oil and gas resources. For example, the State hosts 68% of Australia’s demonstrated resources of copper. Global demand for copper is forecast to double over the next 30 years as it will be the foundation of the growing electric vehicle (EV) industry. The State also has untapped rare earth resources, another critical input for EVs. However, many of these resources are in remote areas that are difficult and expensive to service. Significant investments in power, water and transport are required to efficiently bring these resources to market." [page 22, see link below]

"For South Australia to fully capture potential growth opportunities from its iron ore resources, a more efficient bulk export solution must be identified. Government should work with industry and local governments to identify potential efficiency and safety improvements to supply chains. The solutions identified should be evidence-based and mode agnostic and should consider incremental investments in the network such as rail spurs and addressing pinch points or first/last mile constraints in the supply chain." [page 136, see link below]

I could find no mention of Cobalt or Uranium in the South Australian 20-year State Infrastructure Strategy document.

https://www.infrastructure.sa.gov.a...0-Year-State-Infrastructure-Strategy-Full.pdf

Cheers

These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.