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Ann: December 2023 Quarterly Activities and Cashflow Report, page-40

  1. 2,254 Posts.
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    @jjsbuy

    Difficult to answer as the market is opaque and somewhat nascent with many moving parts.

    We haven’t ramped up to any kind of full production (yet) or have clarity on what premiums will be afforded for a ex-China supply.

    I’d say “it depends”.

    What do you think the price increase needs to be?

    DYOR IMO



    Last edited by JRSelvedge: 06/02/24
 
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