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. "