As countries come out of lock down due to vaccines I think we'll...

As countries come out of lock down due to vaccines I think we'll see a massive building program and they'll need steel like never before.

The drums of war are also beating which means countries will start arming themselves to deter China so an arms race which means more steel.

Countries will start to bypass China in the longer term so we may lose sales to China but gain them elsewhere. Europe has made it clear they want to trade with countries doing something about green products and that is where FMG comes in along with all the lithium and now copper companies that tesla is signing up with. Super boom times ahead lads.