High commodity prices are masking deep-seated problems in the world's big mining companies, where a combination of cost inflation, supply-chain tightness, and shortages of everything is starting to bite. Reports covering March-guarter production, might throw fresh light on the size of the challenge confronting BHP, Rio Tinto and other leading miners, which are currently enjoying strong investor support because of near-record prices for most of their output.
NSTL
