So far, it's mostly supply fears, not supply shortages, that are driving the high prices of industrial metals - imo.
Russia, however, as a typical supplier of high-grade nickel, is threatening to be absent for a longer period of time.
Selling via China as a straw man would not go undetected and therefore would not be in China's interest.
It sounds cynical, but things could not be better for POS.
I hope PH pushes hard.
Thursday’s - The West Australian, page-2
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