Overall, I don’t think chemical prices are far from
a bottom. Which makes me more bullish than bearish (but this is because I’m holding LRS which is forecast to make profits even when SC6 prices are as low as $900/t).
I wouldn’t be holding anything in Australia other than PLS which can produce scale at lower cost.
Canada is a total write off and I think SYA should be in C&M.
Overall, I don’t think chemical prices are far froma bottom....
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