If China block Oz steaming coal and takes from say, Indonesia and S Africa instead, diverted from India, the India market opens for us.
China will find it difficult to replace best quality Bowen Basin coking coal used in steel making.
S32 produces met coal from Illawarra. Steaming coal byproduct is sold to local power stations. S32's South Africa steaming coal operations are up for sale. I wonder how that is going?
Ash
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