I think MCR will survive, they have a lot of options with mines...

I think MCR will survive, they have a lot of options with mines of different grades and of different profitabilities, they still have plenty of cash, if they shut you may as well say good bye to Kal Ni smelter and all the 3rd party feed coming there way from Kambalda-it simply will not happen imo, without Kambalda ore kns will be left feeding leinster and mount keith ore and the blend will be wrong and MgO levels out of whack it won't work. KNS producers 100,000 T per year with a recent multi million $ rebuild and new furnace just completed they are not planning to shut this huge producer. MCR imo is safe but watch out for the laterite producers as they may collapse. These are all just my opinions and I take no responsibily if they turn out to be wrong.