Those are some great tailwinds.
SYR quarterly sold for $528USD/t - which is arguably the low point. According to the BAM, including admin/logistics- 405 costs, even +25% margin, thats scraping a profit.
Obviously significant support from government, ESG tailwinds and prices in China offseason will be better too.
Obviously not the most ideal scenario, but the worst case is still viable.
General Discussions, page-25861
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