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I am always a wee bit cautious about figures from the Chinese...

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    I am always a wee bit cautious about figures from the Chinese authorities (among other countries), but if these numbers are somewhere close to being accurate, that change in the demand/supply curve in 2026 that LRS sometimes refers to, could come a bit sooner. If North America was to produce something close to those numbers, the market would look differently at the current spod price.

    anyone got a battery-powered crystal ball?


 
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