Really curious how the Glencore-Xtrata deal will turn out.
http://www.theaustralian.com.au/business/wall-street-journal/moment-of-truth-for-glencore-bid/story-fnay3ubk-1226466304980
Might be one of the things holding us back atm: Glencore currently too busy to sign the off-take with YTC?