From yesterday's Macquarie commodities report, "...The key indicators to watch are concentrate
imports, spot TCRCs into China,..."
Other reports I've posted links to this past week are suggesting China smelters starting to offer general discounts to TC/RCs. Keep an eye out...if true this would indicate that the supply story is quite different from the price story and we should therefore see a positive correction well before AVB start rolling out product next March-June.
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