"so many factors at play" - now thats an understatement lol - It's a killer to keep all the factors juggling without going nuts!
some of the variables that IMO are hard to predict - the price of oil - increasing the price of the commodity and the relative freight advantage for Mak as it rises, the exchange rate(big one), possible new cadmium rules, geopolitics/conflict in northern africa and middle east, Chinese export policies and trade relations with US, the US dollar alone (hate to rely on that one for a long term graph), grain prices, varying costs of production for MAK based on available infrastructure (east west rail link?) and the wacky ways of Morocco.
my head hurts.
"so many factors at play" - now thats an understatement lol -...
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