From the dt thread; A lot of companies in QLD coal, (the ones being hit hard currently) are predicting a strong increase in demand early next year (with a possibility of december) as chinese ports are finally running out of saleable coal and the coal on our ports are starting to move again.
This won't be an immediate recovery but if you look for signs of it early next year, due to the 3 month contract + lack of immediate reporting, you could make a bundle on coal producers between feb and april next year.
Just a little tidbit for all my DT buddies as something to watch for :)
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