I don't think they use much gas. I am thinking/hoping that the world is underestimating the growth of India. Having seen some of the growth prospects in steel and where met coal is going. China is exporting a lot of steel at the moment, most likely because of the construction slow down there. The RBA fiscal policy is crazy IMHO, the number one expense for alot of people is their homeloan and the cost of money, so keeping it elevated means that the cost of goods the companies produce remain elevated.
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I don't think they use much gas. I am thinking/hoping that the...
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