ESG is mentioned in relation to the Chinese RE mining sector. The issue here is not just the impact on future RE pricing but the potential consequences for such RE mining practices being sanctioned for failure to meet ESG compliance. Such ESG demands are now being levied against ROW mining projects, particularly in North America and AUS. So will China and Myanmar (DRC) RE mining be held to account for such feedstock being used in components sold into the US/CAD and EU consumer markets? Then, what about the environmental issue at Aclara's own Chilean project? GLTA - REI
