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    Mark from Trinity, is a little busy today and tomorrow.
    The following note on the Coal Conference currently underway in Mono:

    ""This session examines the market conditions for Mongolia's coking and thermal coal
    production and in particular the crucial importance of China as a market destination.
    Chair: Mark Dougan, Executive Director, Trinity Development LLC
    11:15 The known unknowns and the unknown
    unknowns about China's influence on future
    international coal balances
    China's energy and steel sectors and their impact on global
    raw materials
    Uncertainties in supply/demand assumptions are compounded by
    competing issues
    Future of coal supply - looks to Indonesia, Australia, Mongolia,
    Russia, Mozambique and Latin America to meet demand
    Peter Hickson, Managing Director, UBS Global Commodity
    and Basic Materials Strategy
    Ghee Peh, Managing Director, UBS Head of Asian Metals and
    Mining Research ""

    http://www.mongolchamber.mn/attachments/article/810/CT%20Mongolia.pdf

    Our lead to this info, was via our AKM 'brother' forum.

    Pity couldn't attend this one; but sure will be happy to join in on the next conference (to glean more info on the industry, and where it's heading).
    Given the investment stakes, glad Mark's there. Also be great if our Mark is also in attendance. He's not presenting this time round, but may be present?

    Cheers :)
 
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