We look at the latest data on iron ore trade between Australia and China – which makes up more than half of our total exports to that country. So are they likely to curtail exports, or are we locked in?
0:00 Start
0:40 Introduction
0:54 Latest trade data
4:50 Ore Price Trends
5:30 Will China Break Free?
6:15 Brazil?
9:00 MIIT Diversification Strategy
12:00 China Local Grade
13:15 Other Markets Including Africa
16:00 Scrap Recycling
19:00 Australia Rules (For Now)
19:40 Australian Options
20:00 Outro
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