GM,

Did not read your post before I posted mine. The other good points you raised were

- CLF has left the theatre, and only NOT and KWG remain standing as only two key players in the area.

- KWG has the gas-powered conversion process to make value-added products which are more power efficient than the electric arc furnace.

Perhaps Bill Blake can update his video to include these key points along with the correction mentioned previously. Bill has a blog where comments can be sent to him.

goldhunter