a useful table and interesting to compare IO prod against Cu. Perhaps RIO are learning from their crazy splurge in doubling IO supply.
SFR very efficient mine in lowest cost quartile. But cancer in base metals continues with Cu & Ni along with Zn esp affected and down around 1.5% last night. Just as with IO, oil, LNG etc... even the best producers suffer a tough margin squeeze. The SP obviously follows suit. Newbies can afford to be patient. Otherwise a hold..... just.
cancer in commodities, page-33
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