Africa is not different to us. China and Japan are saying: "either you play by our rules or we wont invest in you or buy anything from you anymore."
A glut of exploration leases, projects and supply now means they have choices. Since they are both the investor and the consumer: "either you do what we want or we shop elsewhere."
As for shipping, there's a glut of that too! Oil? <- Iran.
Lets face it - its a competitive world out there and if you don't look after the customer you go broke! Even BHP has to shape up or miss out!
