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What sanctions on Russia and China really mean (Escobar), page-7

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Osi

7,726 Posts.

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19/10/18

20:18

Post #: 36193047
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Originally posted by Langers ↑

Originally posted by Osi
There you go GZ

You flag an emerging boom in so-called strategic metals from Australian mines and ASX listed companies operating elsewhere. In addition to current producers and developers there are IPOs in the shadows.

Should Trump be deposed after the mid-terms we can be absolutely sure that the US will continue to seek non-China supply.

This is after all an investment blogsite.

cheers
I am more surprised Japan hasn't secured more of the rare strategic metals supply after the trade dust off with China years back, even South Korea has done better in securing strategic resources particularly the rare earth resources for its manufacturing base. At the end of the day China is still the main game to ship the stuff out. Unless US manufacturing increase there is little need to secure a lot of supply control, which is crazy given the height of the cold war when the US had deep strategic metals depth. If they are going to poke China trade at least acquire a large stock pile to sustain any trade retaliation shortfall.

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Japanese strategic metals consumers are happily negotiating signing offtake agreements with miners from Africa, South America and Australia.

cheers
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