I am not banned. I completely agree that the iron ore cost curve is the basis of good analysis of iron ore cost of production. That's why company executives put it in their annual reports so often and refer to it so much. Company executives know their stuff (unlike analysts). I find the best data can be gleaned from the company reports because that is the best place to understand the executives thinking.
I am not banned. I completely agree that the iron ore cost curve...
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