China is going through some political stupid at the moment, but its so opaque and centralised its impossible to know which way it will move afterwards.

India have their own coal and nuclear fuels, they'd be mad not to use them. They do import our gas, though.

In my grandfather's day, Australia was the world's lowest-cost aluminium producer, and a major steelmaker. All gone. Politics is upstream from economics... 

 China's population is aging and shrinking. India has another couple of decades, before it hits that and it won't hit as hard.