As you say, Chinas population growth will take care of a lot of extra iron ore supply.
I keep trying to tell Squidd and klob25 that China is not the only export market.
As you point out there is a market in countries in the Northern Hemisphere.
This market and most of Africa can be supplied with Iron Ore cheaper by SDL than BHP,RIO, FMG, and Hancock can supply from Australia.
Regards
Westcott.
SDL Price at posting:
3.1¢ Sentiment: None Disclosure: Held