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China determined to build African iron ore “Pilbara killer” – MacroBusiness

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It is not often that you get to name the pain of a nation. But that dubious privilege fell to me a few years ago when I christened the Simandou iron ore project the “Pilbara killer”. That killer is in the news at Nikkei:

  • China has learned the lesson of Japan pre-WWII which suffered from resource supply chain concentration risks.
  • As Australia increasingly integrates with the democratic “Quad” iron ore diversification is becoming increasingly pressing for China.
  • China is aiming to get the Simandou operational…

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