I've enjoyed reading your posts Skipperx as I understand you live in Brazil and have friends working at VALE.
What relationship (if any) does VALE have with CSN? Are they best of friends or is there a healthy disrespect for each other.
CSN came on the scene after purchasing its inital stake in RIV from Talbot last year.
Brazil is a fair distance from Mozambique although the seaborne trade for coking coal would make the shipping costs straightforward.
Penny for your thoughts.
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