China will spoil Australia's energy equation

China's cap on coal usage and increased consumer spending focus, plus an influx of cheap US and Middle East energy, equals hard times ahead for Australia.

Sometimes it can be frustrating when your writings move ahead of the game. And so two weeks ago, along with others, I alerted Australia to the new direction China was taking which will hit the expansion of our coal industry and later may affect other mineral exports (China makes a frightening energy shift, February 6).

The markets took no notice but now they are starting to understand that what is happening in China is important. At the same time I have done more research via my China contacts so I can take the story a little further.


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