Alan I agree with that. However, RIO, BHP FMG and Vale have the cpacity to ramp up production and feed demand. I think we will be OK but this fall in in demand and global constriction can not be construed as a positive for any miner or prospective miner.
The best that can be said is that we are in a better position to weather a storm than many others, depends though on the gale force as to what shape we will be in.
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