RE: looking for transport venture lou64. A recent WSJournal headline read something like 'why do the Chinese like the North America's (Cnd, US, Mexico) more than many Americans do'.
As such, expect the Chinese (with the China National RR) to have Japanese & S Korean competition for the ROF Chromites etc, as well as Glencore/Xstrata, Vale, India, etc, etc.
Main reason for this post is to stress that based on Falconbridge etc history, the USGS may well be the ROF's best ROF investor to fsst-track the NS ROF RR.