A theory? One of the agreements "finally" signed with the Russian would be for these Kaolin deposits to be mined by Ruscaolin. This may have been just one of the pieces needed for this whole area in what could be a larger announcement in the future for mining in general to begin on a larger scale.

The last piece of the puzzle will be Hu Jintao's visit to VZ with the hand over of the permit with CRRC/CREC present as well. I guess Brisas is still an unknown for now.