Thinking that one of the reasons for drop in Chinese demand is that thanks to higher Chinese pay making China less competitive for labour, Covid shutdowns and supply chain probs, plus big importers switching orders and production to India, SE Asia, and even Ethiopia. there should be an according increase in demand from these places to offset the Chinese fall. We shall see. No matter where the circuitry is made, they are going to need tin.
MLX Price at posting:
28.0¢ Sentiment: Hold Disclosure: Held
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