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3,117 Posts.
1423
24/08/21
21:27
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I think we will see US$1,300/MT+ FOB in the next week or so with PLS BMX auction.
I wouldn't be surprised if it was close the 1,400/1,500 but tempering my expectations.
Not a lot of uncontracted spod on the horizon and ESS has the potential to get to market by 2023 if they pull out all the stops.
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