Cant see an under supply of spod anytime soon but there will be an under supply of processing which has it's own problem of Chinese gov owned processers dumping at a loss to keep prices down. A pseudo subsidy.
The only shock I can see now is a lack of processing tipping point due to lack of investment.
Who knows when.
imo
Cant see an under supply of spod anytime soon but there will be...
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| AGY (ASX) Chart |