Great news for BHP and Rio with the world steel industry defying the skeptics, with production up 6.1% YOY in September. China produces half the world's steel and its production rose by 11% to 65.4 million tonnes YOY in September according to World Steel Association data.
I have been a senior resources analyst following the fortunes of the mining and energy sectors for the past 25 years - previously working with stockbroker Intersuisse and financial group Fat Prophets. I am also Executive Director, Mining & Metals...
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Gav, do you think resources rally will flow to juniors or be isolated to producers?