One of the better articles I have seen on the longer term...

  1. peter pumpkinhead
    6,757 Posts.
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    17/08/12
    09:59
    Post #: 10581866
    One of the better articles I have seen on the longer term outlook for steel/iron ore in China:

    http://www.businessspectator.com.au/bs.nsf/Article/china-mining-boom-investment-stimulus-steel-infras-pd20120816-X87W4?OpenDocument&src=sph&src=rot

    Interesting interview here on broader economic matters in China also mentions steel industry overcapacity:

    http://www.businessspectator.com.au/bs.nsf/Article/China-growth-middle-class-pd20120817-X8SCK?OpenDocument&src=sph&src=rot

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