Reuters reported that Ghana has asked Zijin Mining to return the gold mine to Ghana this year. Other resource-rich countries are also feeling increasingly uneasy. According to insiders from African mining companies, drivers in Congo (DRC) are often stopped by locals demanding money when traveling. Additionally, due to energy prices and sulfuric acid issues, South Africa's smelting speed is slowing down. Meanwhile, according to Iraqi sulfur exporters on social media, there’s plenty of supply, but Iraq often deliberately delays export permits, making it very difficult to ship goods out. Along the way, there are many checkpoints where drivers are forced to pay tolls, causing exporters to accumulate inventory that they can’t transport. This explains why Zijin Mining’s Q1 performance skyrocketed, yet funds have significantly flowed out. After the situation in Iran, many investors are shifting their mindset from “prosperity” to “chaos.” This will impact our strategy in the non-ferrous metals sector. Last year, I doubled my investment in XX Copper, but after selling everything, I now hold zero shares of XX Copper.