Guinea's Simandou project is about to disrupt the iron-ore supply chain in ways most traders aren't pricing in yet. This isn't just another mine coming online—it's a potential game-changer for global commodity flows. The real story? How Guinea plans to deploy that revenue windfall. They're talking full-scale infrastructure overhaul, from transportation networks to education systems. If they execute, we could see a resource-dependent economy actually break the curse. The market's watching iron-ore spot prices, but the second-order effects on regional development and commodity market structure might matter more long-term. Worth tracking how this plays out.