if based on fesi future in 2022. major dip on fesi future was on...

if based on fesi future in 2022.
major dip on fesi future was on early july 22 at 7500, then came policy on eletricity ration at china, due to droughts
manufacturing capacity been limited, and ASP rise to 8800 in oct 22

if we expect the drought become even worse this year, the supply side might have some impact, and thus hopefully the asp can move a bit.

however, the demand side i havent get anything useful.

samalaju industrial park advantage are the PPA, which support by hydro power.
so far bakun and other dam never dried up in sarawak.