GREY:AXXDF - Post by User
Post by
jalaspen2on Jun 26, 2019 8:53am
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Post# 29863961
Iron Ore demand..............not so fast
Iron Ore demand..............not so fasthttps://www.ft.com/content/488c5486-966f-11e9-9573-ee5cbb98ed36 True: Dam disaster, bad weather and demand pushing prices to multi year highs. Beneficiaries are Champion and LIF for sure. Others too. BUT NOT KAMI. Brazil and Australia feeding the frenzy until supply overcomes demand. Sooner rather than later? Kami no where to be found in this cycle. I want a surprise; a big surprise will be necessary. Pathetic when the outcome in this environment will depend not on the merits of a well executed plan, but rather a "surprise."