In a world where Chinese steel production growth has slowed to low single digits there is no need for new iron ore supply, so why would you go to an infrastructure heavy project in a region that people view as risky? Colin Hamilton More Quotes by Colin Hamilton More Quotes From Colin Hamilton There is s big divergence between some of the physical indexes and actual transactions. These occasional transactions are not representative of the actual market. Colin Hamilton energy Bearish short-term, bullish long-term is definitely a good way to sum it up. The longer-term demand dynamics are great. But short-term cyclical demand is clearly a worry. Colin Hamilton I’d probably be more in the $8,000 camp than $9,000. Colin Hamilton
