questions please to all the coal experts (I am not one). If you can be bothered to help me.
1. What % of Aussie mined coal is sold into domestic mkt
2. This is what I think happens before xmas - Putin assasinated, Russia has regime change. needs money, turns the taps back on for European energy supply. What does that do for coal price please (this assumes other things stay equal....if we get regime change in Iran and they cease to be embargoed and start pumping oil then the analysis gets even more complicated!)
Im small long in YAL NHC and CRN
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