General Discussion AGY, page-20665

If the carbonate price and spod price bottom out and sustain that, or even perhaps gain a little, that could force a bottom for AGY via the sector front assuming company news is neutral. It has been moving sideways lately, so maybe we are close. Company news of success would obviously help.

What do folks think of Benchmarks call of oversupply till 2029? I'm assuming that would imply sitting in the gutter like now for 5 years. I just don't see it and am a bit surprised by such a call. Surely at these prices, supply expansion would be hurt.