steel must be picking up and in turn met coke and coal, i am close to ferro alloys and when femn is selling(and it is) steel is coming on and so is manufacturing and iron ore .. they are all interlinked , steel grows causing iron ore boom then steel slows manganese slows , coal/coke slows, iron ore comes off and the rest pick up due to the margins no longer being stretched and then the cycle repeats.. aud impacting the iron ore price as multi nats still trading in usd .. quite a few steel mills trying to start up now, but workforce retraining issues impacting due to lay offs and workers have moved on after layoffs in 08-2011
imho dyor
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