You're missing the point. Yeah, both WHC and YAL don't sell to China.
But what will happen to coal price if China starts to squeeze in to buy Australian coal again? Supply is tight as it is, and what happens when another crowd joins the demand side? Coal price will sure gets another boost, and who's going to benefit?
Such a move will benefit all ASX coal plays.
Either way, won't go wrong holding both WHC and YAL
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