"From what I read, I think Vale is the only large producer of pellets. BHP and RIO do not have meaningful scale."
Karara (GBG) makes magnetite concentrate I am guessing it could be substituted for pallets and or maybe substituted in an electric arc furnace . From memory years ago savage river was selling most of its iron for domestic consumption at a factory in QLD.
more news in the paper, page-30
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