"India is going to need a lot of Iron Ore.....where's it coming from?"
Iron ore from Australia probably - but iron ore still need coal to convert and the greenies here are trying to make sure India use dirty polluting coal rather than cleaner Australian coal - but they will use coal as it is still the most efficient method of treating iron ore and producing steel - probably use Australian vanadium also in that steel production (if TNG and AVL can get moving).