The Distilled Perspective from the Desk of Patrick T. Bulger 
Capital Management & Analytics

1) The sweeping of mines as a delay to any potential reopen. 

Search "Smart Mines" for insight.

• It's not like taking a broom and sweeping the garage floor. 
  You’re not done in an hour or so.
• A Pentagon report indicates that it could take up to 6 months after hostilities end. 
  A minesweeper is a large, slow target.
• Even if we optimistically assume 3 months, 
  We end up with a fairly dire global supply chain issue with ripple effects that could contain both foreseen and unforeseen impact.

• Conclusion One, 
  This looks far more like, 
  Problematically inhibited, near closed, 
  For the foreseeable future...
• Given the ticking clock of global Need, 
  This does not appear to match with global solution and 
  Does not look like they will end in-time for global relief.
• This presents a timeframe mismatch, 
  Supply issues are Now, the fix appears to be far away.

I see risk being high and rising.

Regardless of what is "Said", "Signed" or "Implied", 
The timeline of sweeping is neither quick nor easy.

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Thanks for your time.
Talk soon,
PTB

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