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Re: Ponch73 post# 310

Sunday, 05/21/2017 9:24:23 PM

Sunday, May 21, 2017 9:24:23 PM

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Sounds like a good study. This may sound strange...but how about TAM/SAM/SOM with regards to Tavan Tolgoi?

i.e. ...:

"JFE Holdings Inc, Japan's second-biggest steelmaker, aims to buy more coking coal outside of Australia to offset price risks for the steel ingredient that were made evident by a big cyclone in March, its president said on Wednesday.

"The biggest reason for volatility of coking coal prices is geographic risk, with a major part of global production coming from the east coast of Australia," JFE President Eiji Hayashida told a news conference. "

http://www.reuters.com/article/us-japan-jfe-holdings-coal-idUSKCN18D14W

Need that rail..eh?
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