most important line I think is "iron ore exports from India could fall to below 20 million tonnes next year, from 120 million tonnes in 2011". China imports around 700 million tons of iron ore, thats a massive hit to supply. Most of the articles on the iron ore market which are bearish dont even mention this.
new orders, page-106
-
- There are more pages in this discussion • 118 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)