indonesia was 40% of the tin market. they were number one, number 2 is china. guess what? indonesia put it into surplus. secondary? no.
from OCP's perspective - what im saying is you are ignoring supply contracting from a geographic and political standpoint and thinking everyone will still buy morrocon p2o5 in the same quantity.
replying on this forum is almost like a full time job if you have a negative view - far out. ratio is ten yay-sayers to one nay-sayer. but thats how i like it.
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