The only aspect of mining anyone should care about is how many actual coins miners possess and need to sell. I don't think anyone should be trading based on analysing mining.

Mining was designed to take care of itself. No one else needs to care about it. If the current crop of miners can't hack it they'll leave until some others come along who can hack it.  No one knows their costs, whether they're hedged, who's buying their coins or what their plans are. It doesn't matter.