Finally, Vale has landed one of its controversial megaships in China to unload its iron ore. Whether this signals a relaxation in the country’s ban on Brazil’s giant carriers is unknown. But it is a shame that this has come at a time when the fall in shipping rates means that Brazil no longer has a big disadvantage over the Australians for being situated 10,000 miles from the world’s biggest iron ore consumer. The bigger problem for the likes of Vale now is that as China slows, Brazil is losing the premium that its iron ore once commanded.
淡水河谷(Vale)終于將一艘充滿爭議的巨型貨輪?？恐袊断铝髓F礦石。這是否標志著中國已放寬對巴西巨型貨輪的靠港禁令，目前還不得而知。然而，此事發生在運費下降之際，令人感到遺憾。這是因為相對澳大利亞來說，運費下降意味著巴西與全球最大鐵礦石消費國中國相距1萬英里不再是一個巨大劣勢。對于淡水河谷等公司來說，如今更大的問題是隨著中國經濟放緩，巴西鐵礦石正在喪失曾一度享有的溢價。
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