Excellent post
- if there was spare capacity the big 3 would presumably in their ideal world sell rail capacity to the highest bidder prepared to use public shipping. Without of course impacting their own own sales
- worst for them would be subsidising competitor ore at low cost/ong term commericial contracts, cannibalising their own sales with product displacement and lost rail efficiency
My take is the endpoint will be FMG providing third party access to try to prise open RIOs lines for their large undeveloped tenements, while high grade deposits such as UMC will be snapped up either on market on with minegate sales by BHP/RIO.
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