A few lines of inquiry I've been looking at specifically around the Indian Iron Ore industry.
How much IO they produce.
Grades.
How much low grade they haven't been able to sell.
What has happened with respect to the Goa Iron Ore industry due to environmental constraints
If India is to do what China has their consumption will need to go up - where are they going to get the ore from - how much do they produce, the fact that much of it can't be internally consumed due to their furnaces not being able to process it.
The IO majors must be eyeing India as their next major market for expansion.
TNG Price at posting:
9.6¢ Sentiment: Buy Disclosure: Held