I was searching for a decent cost curve yesterday to do a similar post. I wish I could find the data by mine, does anybody have access?
I believe the Data would show that a large number of the mines above 75th Quartile would be politically incentivized to keep operating.
So this is FOB, CFR would be interesting for say India, Japan, China.
Ann: Half Year FY24 Results Presentation, page-172
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