In the context of increased supply coming on stream from...

In the context of increased supply coming on stream from Indonesia, Mongolia, the other region of interest is Columbia
e.g. http://www.scmp.com/portal/site/SCMP/menuitem.2af62ecb329d3d7733492d9253a0a0a0/?vgnextoid=d1352ab93be32310VgnVCM100000360a0a0aRCRD&ss=asia%20world&s=business
Increased supply will have an impact on Australian State Govt's royalties and Fed Govt's mooted MRRT...Australia will not be a 'price maker' for too many more years...but we can leverage our expertise ..i and others see the opportunities to do precisely that ...