YC, I think you are wrong about global needs for iron and that we have terminally peaked. Chindia will have a slow down due to the world economy but once that settles (2-5 years)and western demand returns, China (and especially India by this time) will start to really run, and eventually be growing off it's own demand by 2015-20. It'll be during this time that projects like W Southdown will probably be swinging into production. Demand and increased prices will be peaking during this part of the Supercycle. The next few years will be just a blip. 2C
SDG :-)
AEV Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
