RE:RE:Geo politics on CMs will continue ... It is funny and a blessing how covid opened up doors to allow for more localization of everything, previously if we were to do so, regardless of what it was, said to be a violation of complicated trade deals. Promotion of ones own inhouse products of any kind for ones own use had to meet a miriad of complicated regulations that we abided by, not sure how many others did, but when we didn't Doit right we were called to the table, hands slapped and oh you can't do that.
some were way smarter than us in negotiating and writing these deals but also knew that we would abide by them even to our own detriment because we abide by laws and deals and they have ways to watch us and we have little ways to watch them and they don't follow the rules.
covid is a blessing in that regard, on the basis of public safety of all things and as you suggest opened eyes and doors and this has not stopped and has in roundabout ways extended and will be further extended in to mined products for several different reasons but it makes the the Critical metals deal more digestible albeit primarily for national sucurity reasons.
The glove fits FT and all of its electrification related resources and should be a prized catch for some one especially if manufactuers jump into the idea of vertical integration, as Tesla appears to be doing. Tesla is only one of hundreds if not thousands of possibilities and finding the right mix of need, is one of our hopes. Our gold / cobalt or cobalt / gold possibility of expanded resource will soon be the story when the results of recent geo survey are released. It's going to impact us and can only get better with one or the other and given we are also ready to go.
its true management says the survey is complete and results being studied .....my question is are they required to release that to us all before engaging an NDA holder? It's a potential material change and I think we are entitled to see that as soon as it's available and before or at same time that others see it.