I think a few things are in play - China coming out of Covid is a big one - they want to get back to pre Covid production especially steel - plus they can’t ramp up without reliable supply and Russia and Mongolia stop production during their harsh winters and yes their infrastructure is geared more to imports from Australia - and let’s not forget the quality of Australian coal wheather it be coking or thermal is far superior to anything they are presently using
China need us and they will have to pay a high price for their misdemeanours
Target $18.72, page-3303
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