The chinese obviously have a lot of money burning a whole in...

The chinese obviously have a lot of money burning a whole in their pocket. They simply will not be allowed to buy up established assets on the cheap and they will have to get with current government doctrine which is that they are allowed to invest in new projects but established projects are effectively barred to them, except for small purchases on market.

Unfortunately established projects are mostly the low cost variety and resistent to seasonal variation, but if they want the material, they will have to pay for it. So Hebei, Charles is waiting for your call