I feel like it must be a data error? November no data provided at all. Then a 56% drop. That price is the "free on board" North Africa price (Morroco) (aw per at the bottom of the pink sheet. Can't find any legit news articles on it. I ask myself why no data in Nov, then a 56% drop in Dec. Maybe something to do with the red sea shipping?
Will have to wait until the Jan data to see if it's an anomaly or indeed the price has dropped +50%. Not panicking yet.
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