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Europe's commodity challenge

It might be time for Europe to reconnect with commodities, as Paul Smith non-executive chairman of Trident Royalties said last week in an opinion column in The Financial Times, but unless Europe hurries the best commodity assets will have been snapped up.

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China is the obvious competitor for the commodities Europe needs to handle the challenges caused by Russia becoming the unacceptable face of global politics as it wages an unjust war in Ukraine.