Citi did an interesting detailed report in July along those lines. Even though they are just desk top commentators rather than have a geniune understanding of direct client demand from India/China, they are very bullish on thermal coal LT. It happens to be consistent will my contacts views.
http://m.theaustralian.com.au/OpinionNews/pg/0/fi323370.htm
disappointing up front terms, page-12
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