rowena: i would mention korea, europe, japan and the u.s. develop this alternative supply chain. covid taught a lot of lessons about the vulnerability when you allow one supply chain to dominate. these countries recognize they saw disruption for the supply chain in particular during that period. there is a lot of policy and urgency around establishing alternative. and it is in part to provide diversity but also to enable growth. the end of market for these products is anticipated to grow strongly over the next 5-10 years. you mentioned the geopolitical stresses but it is also a straight demand-supply story as well. what we are seeing is a lot of policy to incentivize investment in both the mines and the processing of the materials to be able to feed into the end-user industries. haidi: what is the timeframe? rowena: we are working at the moment on talking to off takers and finalizing funding. we are targeting the end of the next calendar year which will see us with first production early in 27. haidi: what about the customer base? rowena: on

we will have a lot more from the conference later, including an interview with rowena smith.erg. ♪ is it possible to fall in love with your home... ...before you even step inside? ♪ discover the magnolia home james hardie collection. available now in siding colors, styles and textures. curated by joanna gaines. vonnie: currencies likely to be volatile today. we have a few things on the agenda including the bank of japan meeting, which should see at least some trading in the yen. it's 149.11 right now. we are waiting for a few hours until the boj needs to see what happens there. we will have the fixing as well before that happens. the offshore yuan trading at 732.54. across new zealand and australia you see not much movement. the aussie dollar in new zealand dollar there. we might see some movement in the korean won though. we're anticipating some data out of korea, and also anticipating data on jobs and industrial production out of japan. so plenty on the agenda for today. if we take a look at where stocks are pointed, at least for tomorrow in the u.s., it looks like it might