d&d update, page-2

I'll try a paraphrase of the good Docs info.

Basically he posted a night sat image of India and then mentioned that if India has this many lights filling the landscape(a reflection of current economic health?) and there are STILL more than half the populous to hook up to the grid, it brings into reality just how much thermal coal they will need in the next decade.

Then goes on to mention RBI coal has hit $105.4/T which is now 10% on top of CCC's project presentation number of $95/T.

But then imho this was all recently confirmed with that massive Indian power module order to the Chinese.And its more than likely this wont be the only large order for power infrastructure eqpmnt.Although it will be the largest one would think.

d.