Restructuring of the coal sector will continue with the US participants adjusting to a new domestic landscape, and the factors that are increasingly disconnected to those in Asian markets supplying strategic consumers. What drives corporate activity in these coal markets will be, perhaps more than ever, disconnected to the factors that drive, for example, the copper market, where participants are beginning to think about the next wave of investment required to supply markets that many believe will be in deficit in the short term
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