Per Alex Turnbull on MOM Friday 6 Sep, 50% of China's IO consumption is from low quality domestic production costing 70 to 80 USD per tonne to produce.
With Onslow profitable at 70, as soon as some of the more expensive Chinese tonnes leave the market Onslow survives the downturn
Ditto expensive Indian domestic tonnes.
True value around $15-$18, page-40
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