Partially done.
While you've conceded you were wrong on the Chinese production quality picture, I think it's strange that you persist in saying this volume is irrelevant, yet you think 35Mtpa from Africa - not anywhere in the near future - will make a difference to iron ore prices
And what is good for China on iron ore pricing is certainly not good for SDL (or HL - who btw Matt are the ones buying SDl. Your keyboard seems stuck on China)