BHP are actually quite diversified. With steel consumption...

BHP are actually quite diversified. With steel consumption tipped to increase, they'll do well from their met coal assets.



Actually SPR's were being depleted well before Russia invaded Ukraine. Means energy supply issues were and are and continue to be the underlying reason for inflation. That and money printing, and govt stimulus propping up demand. You can blame it on the Ukraine war, but I reckon that's narrow minded.


I'd love an update to this chart below. WHC $10.50 now.