grrbrr..thanks for refocusing me.....on China, here is an article that speaks to China's iron ore oversupply and remedy. Heibi is featured because is a region that produces approx 25% of China's steel output, and Heibi iron and steel is an investor in a NL project about to start construction. Again, supply contraints usually raise prices in the future. That can work for AVT in the specialty steel space.
Reuters.com - REFILE-UPDATE 1-Hebei Iron & Steel says new project ban to help relieve oversupply https://www.reuters.com/article/email/idUSL3N0LV0VX20140227