Replies to post #6343 on The Rising Influence of Rising Affluence

[DewDiligence]

Less supply = good news for CLF and VALE (among others).

[DewDiligence]

The bear case for VALE, such as it is:

http://seekingalpha.com/article/1090041-vale-pinched-more-by-shipping-costs-as-iron-prices-fall

Naturally, I don’t agree with the premise.