I noticed your phosphate in particular comment. As you have probably read on the Mnb or aev thread that China has now labelled phosphate a strategic metal and will likely cut 30% of supply from November 2016 into 2017. Phosphoric acid can also be used to make super conductors and there are lithium iron phosphate batteries being made for home battery solutions as we speak. In fact I think the ajm(asx) Chinese off take partner specifically mentions this in their announcements.
The question remains will Middle East and Morocco dump their phosphate on the market as they both have massive projects coming online or will the phosphate prices increase like coking coal when the Chinese shut mines in 2016?
