Thursday, October 21, 2010

Links Oct 21: Iron fist

Fall out from China's rate rise. John Garnaut
The big supply-side iron response. Malcolm Maiden
The coming ore glut. IBT
Short term Chinese ore demand. Steel Orbis
BHP: ore pricing to go monthly. Trading Markets
Coal boom ahead. Mining Weekly
China gettin' nasty on rare earths. NYT
American plutocracy. Robert Reich
Capital controls debated. FTbeyondbrics
Saskatchewan hands Feds excuse to reject BHP bid. FT, Matthew Stevens
Dollar crisis tail risk. Naked Capitalism

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