Nice thread and hopefully some good civilised debate without the ramping and mudslinging here.
Just some clarification - by producers do you mean by above mentioned companies there will be a) miners or b) selling resource or c) both a and b
@binwood - interested to hear your thoughts on GPP. I know still a lot of work to be done, but in unexplored Guyana and backed by Blastfurnace. Greenfields project NOT brownfields