Firstly: why write this? I am an investor and care about where the world is and where it is going and how that might impact security prices. We are in the midst of a commodity price shock following the Russian invasion of Ukraine and for each and every commodity the questions are:
Hello, great post, a quick clarifying question: re " especially since equipment from the likes of Sandvik might wear out and not be able to be replaced. Can Russia move entirely onto Chinese mining equipment over time? We are going to find out with significant implications for companies like Norilsk." did you mean to say "Can Russia move its commodities entirely using Chinese logistics" - which the article answers quite clearly or did you mean "Can Russia mine its commodities using Chinese made drills, trucks and loaders?" which is a very interesting question but does not seem to be answered in the post?
Isn't there another rail link to Russia from Tongjiang, Heilongjiang?
Hello, great post, a quick clarifying question: re " especially since equipment from the likes of Sandvik might wear out and not be able to be replaced. Can Russia move entirely onto Chinese mining equipment over time? We are going to find out with significant implications for companies like Norilsk." did you mean to say "Can Russia move its commodities entirely using Chinese logistics" - which the article answers quite clearly or did you mean "Can Russia mine its commodities using Chinese made drills, trucks and loaders?" which is a very interesting question but does not seem to be answered in the post?