If you prefer grand narratives, go calculate the total market size. If you prefer details, you can sort through the company's order book. A simple conversion will give you a rough valuation; actually, you won't get a precise answer from me, and your own calculations might be more accurate. I can only offer some personal observations, and they might not even be correct.

$Southern Copper(SCCO.US)

$Cleveland Cliffs(CLF.US)

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