Think Myanmar got knocked back further cos of devastation by typhoon Yagi. Indonesia is coming back slowly but looks like will not return to former run rate. Supply remains challenged, whereas macro is likely to give demand a leg up: Fed easing, China pumping, stronger CNY, energy fairly cheap. I'm actually surprised that we haven't seen a break of US$35k yet. Perhaps cos we're heading into a long China holiday week? ...
MLX Price at posting:
45.5¢ Sentiment: Hold Disclosure: Held
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