...You clearly - like Matt - were unaware of the significant chunks of low cost Chinese capacity (in Chinese landed terms). Sorry...
What's the point ?
If the Chinese really have a significant low cost production, it's not doing them much good cause IO price is going up and up and up.
And they still have to source 700MTA last year from the Big3.
This amount will only grow.
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45c less 32.5c = 38.5%, page-32
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