Interesting post from a coal trader/merchant.
Just a couple of things that would give some food for thought.
Why have EDF tied in with CCC?
And why has such a substantial proportion of RBI export started to go to India?
Demand factors that seems to go in the face of what you say about Asia being the ONLY region of supply Hotrock.
I hope there arnt ULTERIOR trader/merchant factors going on here after all the weather issues in Australia recently!
d.
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