Ann: Conditional approval for up to US$150m from KEXIM, page-54

Interesting article/pump and cheers for posting Spreme.
They certainly avoided the critical importance of concentrate v refining and separation - margins. Ex China supply and funding support to fast track and secure such v concentrate suppliers to China whom will pay the bare minimum.
Great pump for Hastings all the same. It's local concentrate only producers that ARU will be doing future supply contracts with for when they increase refining/separation capacity or taking them out at low premiums.

Copper on the way back up - around 6% in past week or so.

Short position reducing at modest rate past two days delayed available on Short man data. Perhaps set to continue this time.