blythefan - even you reckon AGO have a good couple of years ahead of them from another HC posting - quote "an aggressive supply response by miners like AGO, who'll have their day in the sun for 2009-2010". Who can predict what can happen beyond that period sitting here today. All we know at the moment is demand is still very strong - just ask Vale...
http://www.mineweb.net/mineweb/view/mineweb/en/page36?oid=59004&sn=Detail