The ability to break India will take years for any established...

The ability to break India will take years for any established OZ miner. NSL is one example of an IO play in India with Indian government support already. RIO & BHP have tried India and both got caught up in the red tape, if AGO was to try, they would need patience and time, shareholders won't give it to them.

I agree though India is "where it's at", but given India's vast supply of domestic IO you wouldn't expect a huge tapping of the Australian IO supplies for India's needs.