AVZ Discussion 2022

TheCount

Regular
FINALLY an article, I'll shut up about journalists (except that one) now I promise ;)


Trillions - 19FortyFive

Donald Trump Must Back Australia in the Fight for Strategic Metals​

Michael-Rubin-100x100.jpg

By
Michael Rubin
Published
47 seconds ago
President of the United States Donald Trump speaking with attendees at the 2019 Student Action Summit hosted by Turning Point USA at the Palm Beach County Convention Center in West Palm Beach, Florida. Image by Gage Skidmore.

President of the United States Donald Trump speaking with attendees at the 2019 Student Action Summit hosted by Turning Point USA at the Palm Beach County Convention Center in West Palm Beach, Florida. Image by Gage Skidmore.

Trump Must Back Australian Miners Against Chinese Strategic Metal Predation: President-elect Donald Trump approaches his second term much differently than his first.
No longer is his goal disruption, both the Republican party and the U.S. bureaucracy more broadly. Whereas Trump achieved victories by getting NATO members to pony up their dues and achieving the Abraham Accords breakthrough, his greatest legacy might have been achieving bipartisan recognition that China was less a peer competitor whose cooperation might moderate and more a threat to the rules-based order.
Whereas the Supreme Court debates TikTok and China’s ambitions to conquer Taiwan if not other Pacific islands, strategic minerals fuels China’s drive. Here, the Democratic Republic of Congo is ground zero. If it were not for Congo’s endemic corruption, it could be the Qatar of Africa: Geologists and economists estimate that Congo’s mineral wealth could top $24 trillion. The country is the world’s leading producer of cobalt, a metal necessary to produce the batteries upon which most 21st century electronic depend and is also one of the world’s leading producers of copper. Add into the mix: uranium, gold, Germanium, lithium, diamonds, nickel, tantalum, and tin, crude oil, and coffee.
While U.S. companies are late to the game in Congo and have missed opportunities through their own passivity to expand their presence in the market, companies from U.S. allies like Australia have been fighting for the 21st century on the frontlines in Africa.

The Australian mining sector is huge. The skyscrapers of Perth shine with mining wealth, and the sector dominates West Australia’s economy and contributes to the country’s broader economy. Because China was one of the Australian mining largest markets, Australian politicians like former Prime Minister Kevin Rudd long frustrated their American counterparts with their permissiveness toward China.
Canberra, like Washington, may have been slow to gauge Beijing’s threat correctly, but many Australians have now learned the lesson. As China seeks to bribe and coerce Congo through illicit means to push Australian firms out of Congo’s mining sector, the Trump administration must defend Australia’s interests both diplomatically and with economic sanctions on Chinese firms. The logic of the Lobito corridor is to direct African trade westward into the Atlantic basin in order to better orient African trade away from China.
China, however, is fighting dirty to hamper Australian mining in Africa. Consider the case of AVZ Minerals, an Australian firm seeking to extract lithium and tin from Manono in southern Congo. Exploratory digging shows the lithium deposits in the region are huge. Colloquially, AVZ hit the motherlode.

But Congolese corruption, abetted by the People’s Republic of China, seek to deny them their contractual right. AVZ now has International Court of Arbitration cases pending before involving La Congolaise d’Exploitation Minière, Jin Cheng Mining Company, and Dathomir Mining Resources SARLU, and International Centre for Settlement of Investment Disputes against the Democratic Republic of Congo itself.
While AVZ does not seek to marginalize China entirely—economically it makes no sense for them to do so—they seek balance between East and West. China, however, rejects balance in favor of its own maximalist approach. It has corrupted at least 13 Congolese media outlets. Ten of millions of dollars held in escrow disappeared, a theft in which Chinese officials appear complicit. The Congolese government proceeded to arrest journalists pursuing the story. A March 2022 forensic investigation based on AVZ and Congolese documents showed hard evidence of Chinese bribery. Chinese mining interests fund “non-governmental organizations” whose sole purpose appears to be to undermine Australia’s interest. Congolese public companies also sold shares to Chinese firms at fire sale prices in contravention of the law in a scheme to quadruple personal profits for Congolese officials up to and including the prime minister.

Zijin and the Congolese government’s strategy appears to be economic attrition, to steal and filibuster until AVZ has no choice but to suspend operations and give up. Zijin’s latest strategy appears to be to stop paying arbitration costs in the hope the court ceases its work.
AVZ is just one case among many that exposes how Chinese interests leverage Congo’s corruption to try to corner the market in strategic metals. The nature of the U.S. intelligence, national security, and diplomatic bureaucracy is compartmentalized. Analysts spent their careers focused on the weeds, never getting to the trees let alone spotting the forest. While the National Security Council is supposed to coordinate, it seldom effectively pieces together disparate problems, especially when they span bureaucracies let alone continents.

Rather than just chalk up AVZ’s difficulties extracting lithium and tin from Congo, it is important to understand how Beijing takes a “whole of government” approach to harass and cheat competitors, and the general shenanigans in which they engage. Americans increasingly throw around the phrase “fake news” to discredit anything with which they disagree, the Congo dispute shows how China wholesale purchases and promotes fake stories in pursuit of its commercial monopolies and strategic interests.

If Trump seeks to counter China, it is essential he recognize the battle will not only be in the South China Sea and Taiwan Strait, but also in the Democratic Republic of Congo’s forests and mines, international arbitration courts, and the boardrooms of Australia.
Incoming Secretary of State Marco Rubio should direct diplomats in Kinshasa to spend more time in southern Congo where the action is. Rather than report on just another lunch with one cabinet minister or another, they should track their incomes and show up in various court proceedings to signal that Congo’s corruption will not proceed in the dark.
Australia might be on the frontline, but both the U.S. Departments of State and Commerce should signal that they see no even playing field; they will support allies and expect allied governments to support their own firms in the battle against Beijing’s interests.
If Beijing operates with such granularity, Trump, Rubio, and every other principal in the incoming U.S. administration must ask why the United States should not do so as well.
That is one heck of an article and I urge everyone to take your time and read it…

Reports of arrests, USA lining up to assist….

2025 is going to be a good year.
 
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Bray

Regular
That is one heck of an article and I urge everyone to take your time and read it…

Reports of arrests, USA lining up to assist….

2025 is going to be a good year.
Great article, out of no where by a bloke we haven't heard of before clearly up to date as to whats happening
 
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Goldenboy

Regular
Great article, out of no where by a bloke we haven't heard of before clearly up to date as to whats happening
He was helped and filled in by a fellow who shall remain nameless …. Long time holder and massive supporter on X. Brilliant article , well researched and well written.

Send it to every senator and parliamentarian. Get it out there any old how
Hopefully not long now 🙏🏻🙏🏻🙏🏻
 
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Goldenboy

Regular
He was helped and filled in by a fellow who shall remain nameless …. Long time holder and massive supporter on X. Brilliant article , well researched and well written.

Send it to every senator and parliamentarian. Get it out there any old how
Hopefully not long now 🙏🏻🙏🏻🙏🏻
 
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Goldenboy

Regular
"If there were no endemic corruption in #RD_Congo🇨🇩, it might be Africa's Qatar: geologists and economists estimate that Congo's mining wealth could exceed $24 trillion."

Dr. Michael Rubin is Senior Researcher at American Enterprise.
 
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Frank

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Winenut

Go AVZ!
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tolate

Emerged
Trump is not in a HURRY by the looks...!!!!!""""""Today news""""""""
(Bloomberg) -- Relief that Donald Trump will hold off from imposing China-specific tariffs on his first day in office propelled US equity futures higher on Monday. The dollar slumped.
 

Flight996

Regular
Despite administrative and policy changes in the US, I'm not holding my breath waiting for Mr Trump to ride in and smite all those who have done the dirty on AVZ. I believe the US remains too busy playing catch-up footy and fighting rear guard actions against the Chinese in other areas, and Mexicans to concern itself with a tiny piss-ant like AVZ, despite the eye-watering size and quality of the resource. The US is looking to advance its strategic minerals reserves domestically where possible, rather than rely on critical materials mined in some corrupt-to-the-bone far away country.

As we are all aware, the USA didn't suddenly and without warning arrive at this point. It got there through years of kicking the can down the road, Wongesque-like appeasement of Beijing and decades of misguided focus on the intractable cesspool of hatred and tit-for-tat revenge that is the Middle East...and a few other no-win distractions.

The USA (and also Europe) have no one to blame but themselves for the supply squeeze they now find themselves in.

Without doubt, neo-colonist China is the dominant rent-seeking parasite in Africa, and is proving a more malignant colonist than even the worst of the early colonists, Belgium and Germany. It has managed to enslave African nations without firing a shot. Graft, bribery and corruption are its weapons of choice.

When all the riches are stripped and shipped, China will walk away leaving the degradation, the pollution and the poverty for future generations to manage.

In the meantime, I believe we remain largely on our own; abandoned by our own government and the west generally. However, the recent CATH deal was like CPR at the 59th minute. This gives us some hope of a negotiated resolution...possibly in 2025.

Just thinking out aloud.

Cheers
F
 
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wombat74

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Despite administrative and policy changes in the US, I'm not holding my breath waiting for Mr Trump to ride in and smite all those who have done the dirty on AVZ. I believe the US remains too busy playing catch-up footy and fighting rear guard actions against the Chinese and Mexicans to concern itself with a tiny piss-ant like AVZ, despite the eye-watering size and quality of its resource. The US is looking to advance its strategic minerals reserves domestically where possible, rather than rely on critical materials mined in some corrupt-to-the-bone far away country.

As we are all aware, the USA didn't suddenly and without warning arrive at this point. It got there through years of kicking the can down the road, Wongesque-like appeasement of Beijing and decades of misguided focus on the intractable cesspool of hatred and tit-for-tat revenge that is the Middle East...and a few other no-win distractions.

The USA (and also Europe) have no one to blame but themselves for the supply squeeze they now find themselves in.

Without doubt, neo-colonist China is the dominant rent-seeking parasite in Africa, and is proving a more malignant colonist than even the worst of the early colonists, Belgium and Germany. It has managed to enslave African nations without firing a shot. Graft, bribery and corruption are its weapons of choice.

When all the riches are stripped and shipped, China will walk away leaving the degradation, the pollution and the poverty for future generations to manage.

In the meantime, I believe we remain largely on our own; abandoned by our own government and the west generally. However, the recent CATH deal was like CPR at the 59th minute. This gives us some hope of a negotiated resolution...possibly in 2025.

Just thinking out aloud.

Cheers
F
"possibly in 2025."

I'm thinking within the next 6 months .
 
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Frank

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Despite administrative and policy changes in the US, I'm not holding my breath waiting for Mr Trump to ride in and smite all those who have done the dirty on AVZ. I believe the US remains too busy playing catch-up footy and fighting rear guard actions against the Chinese in other areas, and Mexicans to concern itself with a tiny piss-ant like AVZ, despite the eye-watering size and quality of the resource. The US is looking to advance its strategic minerals reserves domestically where possible, rather than rely on critical materials mined in some corrupt-to-the-bone far away country.

As we are all aware, the USA didn't suddenly and without warning arrive at this point. It got there through years of kicking the can down the road, Wongesque-like appeasement of Beijing and decades of misguided focus on the intractable cesspool of hatred and tit-for-tat revenge that is the Middle East...and a few other no-win distractions.

The USA (and also Europe) have no one to blame but themselves for the supply squeeze they now find themselves in.

Without doubt, neo-colonist China is the dominant rent-seeking parasite in Africa, and is proving a more malignant colonist than even the worst of the early colonists, Belgium and Germany. It has managed to enslave African nations without firing a shot. Graft, bribery and corruption are its weapons of choice.

When all the riches are stripped and shipped, China will walk away leaving the degradation, the pollution and the poverty for future generations to manage.

In the meantime, I believe we remain largely on our own; abandoned by our own government and the west generally. However, the recent CATH deal was like CPR at the 59th minute. This gives us some hope of a negotiated resolution...possibly in 2025.

Just thinking out aloud.

Cheers
F
Speaking of CATH / CATL I see where,

1737415740113.png


1737415856407.png


Writing on the Wall #.jpg
 
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Flight996

Regular
Great find Frank.

Interestingly, CATL's TENER batteries (as proposed for the Saudi battery) use lithium carbonate, rather than lithium hydroxide as the precursor material.

This may explain why AVZ's announcement on 8 Jan 2025, said that AVZI will be granted an option to purchase up to 49% of CATH's interest in a lithium hydroxide or carbonate conversion plant (LHC Plant) to be built by CATH.

I was intrigued at the time why carbonate got a mention.

Cheers
F
 
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Frank

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"If there were no endemic corruption in #RD_Congo🇨🇩, it might be Africa's Qatar: geologists and economists estimate that Congo's mining wealth could exceed $24 trillion."

Dr. Michael Rubin is Senior Researcher at American Enterprise.
1737417939496.png


#ThumbsUp.png
 
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DiscoDanNZ

Regular
I guess this is sort of Lithium related, a fucken good laugh at a minimum. I'm guessing the first of many second Trump presidency gaffs to come, the last round was always good for the meme stocks.

And no this isnt a random screen grab taken out of context.

1000002165.jpg


1000002166.jpg

All welcome the king of electric cars, space X and Twitter Elon Goebbels

1000002167.jpg
 
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Bray

Regular
I guess this is sort of Lithium related, a fucken good laugh at a minimum. I'm guessing the first of many second Trump presidency gaffs to come, the last round was always good for the meme stocks.

And no this isnt a random screen grab taken out of context.

View attachment 76437

View attachment 76438
All welcome the king of electric cars, space X and Twitter Elon Goebbels

View attachment 76439
Saw the clip, everyone’s calling it a ‘Roman salute’ honestly NFI what it is.. overexcited about kicking all the Mexicans out??? Who knows
 
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Retrobyte

Hates a beer
Well, Elon is Trump's minister for government efficiency, or something like that. The Nazis were mostly very efficient (although some of efficiency was abhorrent).
 
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tonster66

Regular
WOW what a day in US politics. I see Moise Katumba got an invite to the gig, that will piss Felix off! Also 2.1 million Congolese illegal citizens in the US. Trump is going to send them back to the DRC, if I could see Felix's face. Lots of pressure going to be applied by Trump. I can feel it in my plums!
 
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Winenut

Go AVZ!
How many shares did that cnt Carrotdick end up with fleecing AVZ shareholders and buying their shares for 1 fucking cent

Anyone know how many Resource Capital Investments ended up with

Just wondering.....
 
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