I found this weekly review interesting 1:05 - 2:55
https://m.youtube.com/watch?v=doMq5-zsdqo&feature=youtu.be
China going green steel, low grade io producers to be worse off, FMG, BHP etc
The smart money might be looking for future opportunity in green steel....wonder where they can find that...
MGT General and Off Topic Chat, page-257
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