Posted On: 10/04/2013 3:02:21 PM
Post# of 8059
we can put ore in China for ca same cost as big 3 - 40-60/ton - hopefully ca 45 (10 production, 9 trucking, they expected 16/ton for Panamax), but Australian Fortescue-4th biggest- costs had jumped much higher on marginal projects to 106, CLF to 120
hard to know how negotiations are going- Chinas always difficult to negotiate with, as bingo noted- CWRN added India to its export license as noted a long time ago -
I'd like to know how the fertilizer endgame -selling to USA- is going
Australian export tax of 30% as of May 2012 was a great equalizer,causing China to back out of some Australian projects
hard to know how negotiations are going- Chinas always difficult to negotiate with, as bingo noted- CWRN added India to its export license as noted a long time ago -
I'd like to know how the fertilizer endgame -selling to USA- is going
Australian export tax of 30% as of May 2012 was a great equalizer,causing China to back out of some Australian projects
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