Post by
jclarke042 on Sep 23, 2024 11:36am
Barton encourages new supply
In an interview with Bloomberg, Dominic Barton highlights need to build, not just consolidation:
https://www.mining.com/web/rio-tinto-chairman-warns-mining-deals-wont-solve-supply-crisis/
And excellent news on Grid movement. It's not about improving Casino's NPV or IRR, but moreso the idea if govenment will help with the grid, Casino should get through permitting to positive construction decision.
Comment by
EvenSteven27 on Sep 23, 2024 12:44pm
Thanks for posting this, JC! I got locked out by a paywall on Bloomberg.