Hi Nij
Interesting points mate, ironically the Trump protectionism contrary to his voters expectations may ultimately up the USD shorter term in a self defeating mechanism which in turn harms their own ability to successfully export.
Apparently there’s no shortage of expansion needed per below article from the three major players. It will be interesting to see how things play out and how our consequential low AUD attracts demand.
Sarg
http://www.abc.net.au/news/2018-06-15/bhp-approves-4-billion-dollar-mine-expansion/9874086
Capital raising play, page-47
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