i guess no-one could have known about Rio's CLB expansion or FMG's Solomon or BHPB's Outer Harbour plan. Expect that they've been under planning and construction since around 2009.....from memory those Projects underpinned about 400Mta of additional supply capacity. If the directors cant understand microeconomics or the market then they should be turfed.
i guess no-one could have known about Rio's CLB expansion or...
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