China must seriously hedge her bets and start discounting the...

China must seriously hedge her bets and start discounting the viability of Simandou given Guinea's notoriety as a sovreign risk basket case.

The China Steel & Iron Ore Association 2025 strategic game plan involving the likes of Minmetals and BaoWu need a viable alternative of similar scale to Simandou. But there is no vast high grade iron ore province in the world not already controlled by western mining majors apart from the Cameroon, Congo and Gebon Triangle dubbed as the new Pilbara.

Guinea after the coup d'etat must be giving Chinalco and the SMB consortium serious anxiety and dread.

On the contrary the Republic of Congo is relatively stable while Cameroon is the African gold standard when it comes to friendliness to foreign investments given it's adherence to sound governance, rule of law and international norms compliance.

So much so, China sees Kribi mega port and the inter Cameroon Congo highway network as the critical hub for Central Africa regional economic integration. With the situation in Ukriane and the worsening geopolitical challenges China faces from hostile sources monopolizing vital minerals supplies, the ANS, Bestway and China consortium project must now be in the critical must-start-ASAP category.

Go Ding. Bring it on !