Cements managements stance on C&M at the moment!
ide encourage anyone who is interested in pricing and how this is going to affect projects coming off line to listen to Rock Stocks latest episode with Fast markets… basically reiterating that it’s a case of who blinks first at the moment with supply coming out of the market… pricing may head to 650 which ultimately would lead to a quick bounce in pricing quicker than the expected 2027 supply deficit predictions.
Short term, seeing the price come down and down everyday hurts, but if you have a medium term view it could be good news for Elevra.
(20min delay)