http://www.commbank.com.au/content/dam/commbank/corporate/research/restricted/commodities/metals-updates/2012/131212-Mineral_Sands.pdf
Found an interesting bit of research from CBA from the 13th dec 2012
Whats great is they have some pricing forecasts and info about product substitution for mineral sands. CBA are predicting a drop off after FY14
Not a bad read.
Cheers.
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