From that article:
Average production cost at Simandou might range between $35 and $40 a ton, compared with $15 to $20 a ton in Australia, making it more vulnerable to price wars, analysts said.
"It is almost certain that the four mining giants will cut prices after Simandou starts operation to kill it," a fund manager said.
What makes you think Mbalam wouldn't be subject to the same treatment in order to kill it off as well?
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