RE:RE:Germany's Scholz kicks off Canada visit focused on minerals Deutschland has several problem areas gas and related would be the biggest immediate issue given the Russian situation that they allowed them selves to fall into, and everything else is secondary as of today. Tommorow is different, It's interesting that they speak to this CM situation with canada as I am sure they will take whatever we can produce from our own mines ( which at the moment are few) and I don't think they are interested in DRC cobalt refined here as they can get that anywhere and for less.
it's an interesting and strategic country to country all in negotiation / agreement. As I see it ok take whatever LNG we can produce or at least some of it but also here's how you can help us advance some of our CM / BM projects ....a few offtake agreements would be nice and is peanuts to the LNG agreements that are eminent but nonetheless important and here is a project and mine ready to go ...lil ole FT has to stand out.... if that is any realistic situation.
if RG has contacts with VW and if BM are as much of a problem as we think, there could be a lot of interesting discussions ....the chancellor came to Canada with an economic team, they like the Americans are looking to pull in the reins on China and clearly get less dependent on RU, they also want to be sure to sell German EVs in the NA market....this is only one twist to the near unbelievable macro happening in the BM CM space.
when the market wakes up to what seems to be going on in the CM BM world and all the associated dynamics ....I don't know, but looks to me the moon is getting closer every day....stay long more has to be coming lol