RE: Mongolia TripThanks, that was worth a listen, especially as this market is basically giving zero value for PCY's Mongolian holdings. Bodes well for PCY as Fleckenstein thinks investing in Mongolian resource projects is as close to a "slam-dunk" (his words) as you can get because of the country's proximity to China. And that Mongolia will be an oasis in a sea of chaos. He also says that there are not yet many options to invest in publicly-traded companies operating in Mongolia.
Here's another source saying that China will need more coal this winter:
https://seekingalpha.com/article/296693-oversold-coal-is-primed-to-rebound?source=yahoo