Im am not so sure. The indonesian supply chain with the HPAL process is much more significant than i thought. Results in a cheaper production process.. This recent revival is already a happy result.
Trafigura the big producer (and shorter) that got caught out with a fight with Glencore two year back have significant interests there, ( NIC) so id look at their positioning closely.
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Im am not so sure. The indonesian supply chain with the HPAL...
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