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Re: OMOLIVES post# 903

Tuesday, 06/19/2018 1:41:13 AM

Tuesday, June 19, 2018 1:41:13 AM

Post# of 1138
My concern currently is missing data ..be it...inaccurate data. As such, my concern is with regards to missing coal import data from another nation besides Mongolia. The April and may numbers do not seem to add up...so where did that coal come from? At the least....where is the coal from April that didn't come from the seaborne imports vs Mongolia April export numbers. The numbers are not matching! Where is that rough 6 million tons from?? Same with the other Months(Jan/feb) ... where is it coming from?

Could it be from North Korea? That could also be overland since it borders China (just like Mongolia), and might have represented an inducement from the Chinese to get the North Koreans to the negotiating table (not that the Summit actually produced any meaningful negotiations).

Also, North Korea is not that far from Tangshan (closer than Mongolia, actually).
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