A tiny teacup spill here or there on a ministers desk,, could move the supply imbalance by shock factor.
A minister of environment, or a minster of defense?
Yet alone that green bushes is probably the only AUS mine making anything at current prices,
he who relies on Africa, for sustainable supply is a fool.
And what of Europe ? what if Rio cant get their mega Serbian mine up ? Huge crater in their forwards plan.
And to guess how much of future supply planning is betting against Ginas revelation of 20% of projects get approvals blocked by red, black, green tapes. And Chinas internal supply cant be that good if its sourcing African.
There was a post, a few weeks back i thought, regarding rejection of some raw material not battery grade, impurities. Whatever the case was.
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