If there are gaps to be filled to balance the chart, how do they reflect the supply shortfall caused by Vale, and theoretically is it material that those gaps can be filled only once the Vale mess is sorted?
Are those gaps present (i am assuming they are) in BHP and RIO.
If the Dalian IO price is rising and as per today there is a 3.7% increase in the Dalian IO price, shouldn't we just accept we are lucky ?
Iron ore price, page-10655
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