And here are those two key drivers that will see IDL north of...

And here are those two key drivers that will see IDL north of 70c in the months to come imo:

“China’s push to consolidate smaller mines and improve mining productivity and safety has now led to the larger electricity producers establishing their own large coal mines as a source of guaranteed supply,” Mr Levison said.
“We are expecting a number of similar orders from other electricity producers --"


China’s continued strong economic performance and resulting growth in energy demand has sparked moves to raise domestic coal production, with plans to increase output from the record 2.8 billion tonnes produced in 2008 to more than 3.3 billion tonnes in 2015.