What is your take on reports of stockpile rundowns in China resulting in apparent lower demand?
What do you expect will happen when those stockpiles have been diminished and restocking is required?
What is your take on PLS putting 15,000T of spod into tolling arrangement for conversion (and for that matter why is another major spod producer in WA doing same)?
Where is the evidence of this “more supply” of which you speak?
Is it really as simple as you suggest?
Good News & Bad News, page-25544
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