also re: gaps - are they usefull in a speccy? I imagine if tomorrow they announce an offtake agreement is signed with India of 1mtpa at $250/t with 20% forward sale a very nasty looking gap would ensue. Being the first offtake announcment can't imagine the gap is going to get a second look? This one being so announcment driven at this point is going to get gappy all over the place.
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