BHP's diversified portfolio of commodities appears to be rising,
Copper , Nickel , Gold, Silver, Uranium,coal, and even oil and gas are on BHP's books as well as Iron Ore. and generally their prices are rising.
FMG and Rio have a greater exposure (percentage of iron ore) than BHP and it is only reasonable to expect after massive out performance againat BHP.is due for a change in line with Iron Ore Price expectations
the prudent investors should start to look at Vale increasing Iron Ore shipments and thus impacting that commodity's price on FMG and RIO portfolios.
My opinion only so please DYOR
News: BHP COLUMN-China's iron ore strength cancelled out by world weakness: Russell, page-56
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