We simulated an extreme scenario with Gemini: if the U.S. returns to Monroe Doctrine 2.0 and all South American countries align with the U.S., what core raw material supply blockades (potential) would this impose on China.
China relies on South America for resources like lithium, copper, iron ore, and crude oil, but the most critical dependency is niobium (Nb): used in high-strength steel (military, aircraft carriers, rockets, pipelines). Brazil controls over 90% of global production, and 95% of China’s imports come from Brazil.
$Niocorp Developments(NB.US)
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