3-6 months left i would guess otherwise the big players/holders may have a say.
As we have been saying - we need a reputable, credible and bankable foundation customer like a mitsui mitsubishi maurebini - to step in
The fee market has clearly moved down below $2.50 - time to adjust expectation $2.00 -$2.30 ?
We have an extra 800k capacity and a circa 500 per ton cap ex - supposedly best in class cost - surely that must leave enough pie to share around - shave off
time is running out now
* be mindful tariff issue is now expected to take till june at best to sort out according to latest reports - and then US will want to retain a tariff stick -- i hope they have been "navigating" a lot in the background and the ground is hit running
gltah
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