I am not sure that the China Aussie Coal ban is transitory. It will be in place for many years as CCP is belligerent and will maintain it in an attempt to develop North American supply chains. Whatever they do North American supply chains have much higher CFR costs resetting the CFR price into China. This will go on for years pissing out cash for CKA for the forseeable future
The Sounds of Accumulation, page-72
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