YAL 0.45% $6.57 yancoal australia limited

A lot of it is sscc. They do have some shcc, but, not enough to...

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    A lot of it is sscc. They do have some shcc, but, not enough to make a dent. Their biggest problem is still logistics. They don't have compatibility with railways to China. They also lack facilities to wash the coal. It's a bit hard to wash when the medium freezes because it's winter.
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    Loads of coal there, but, IMHO it'll supplement the exhausting china fields before it impacts Oz coal. Bigger threat from Indonesian coal. It'll be like nickel if we don't optimise our industry by removing those who can't visualise in 3d.
 
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