At Iluka's AGM they made an announcement ww.asx.com.au/asxpdf/20140528/pdf/42pwl92s91lqhv regarding the outlook for TiO2 products. They see it as firming. the key statement is that they may re-start their production later this year becasue of it.
Given :
1 That production is " sticky" down (to shut off) and Up (to restart) and Iluka's over production (sticky down) is largely what caused the over supply (see the tonnes produced in the ann.). This is a key comment.
2 The comments are in line with what Trevor Matthews the (CEO of MZI) told me and Nic Limb said as well.
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