Ok, speaking of What the... I'll mention the 800 pound gorilla in the room... what the hell gives with the spot price ???
The more I seem posted about the coming supply deficit and the impending price rise the worse the spot price looks. Currently sitting at an even $49, it's been dropping about 25 cents every week for the last month.
I rate the U price as one of our chief SP drivers so I'm really hoping this turns around soon.
