You answered that yourself (in response) its the last puzzle peace not inserted. But why would it increase mining. Have a loan over 100 million and receive a .5% increase (Sure a bank won't pass only .5 would be more like 1-1.5%) what would you do. Ramp or waste. Right now exports are in an excellent range to be able to deal with the situation if it arises but the longer the delay the higher the chance we will start seeing a reverse and another downturn sadly its showing its face eg -600jobs NSW in 2 months. AUD vs EUR not in a great position, why EUR -> VLI China new 19 machines in the works parts that go in it are AUD and EUR. IME another 11 machines in the works once again AUD EUR. And so on...
Increase means mines require more people to help assist the load increases etc meaning more repairs, consumables also in conjunction dollar value rise, its all a giant mix missing the last catalyst.
In short its the economical cycle. 10up 10down 5shift 1972/1985/1998 basic example without a large essay.
