Some interesting developments late last week in the "steel making components" sector; coking coal and iron ore.  BHP Billiton (BHP) was able to push through a 55% increase with JFE Steel (Japan), and move from annual pricing to quarterly pricing - I am not sure which of those two is more striking.   While the duration of the contract is a potential game changer, the fact such a strong increase in price can happen when the w