Replies to post #5392 on The Rising Influence of Rising Affluence

[DewDiligence]

….in the long run the switch to larger blast furnaces benefits producers of high grade ore (many on this board myself included have positions in larger miners that are positioned to exploit this transition).

Indeed. This is the whole point of VALE’s expansion project at Carajás (#msg-77035338—see the annotations about ore quality).