I'm telling you it's coal and the like. The Chinese aren't buying as much Aussie coal (both types) as they were a few years back. They do buy the same amount of coal but it's more expensive than buying ours.
Hence production costs are higher.

It might change soon (they could start buying a lot of our cheaper coal again) but the costs changes won't flow through for months.
They're hurting themselves and consumers worldwide basically.