Hey mate, been watching the Chinese spot prices combined with the Japanese and Korean prices for some time. I expect spod prices to head to around $600 early next year, those lofty expectations may well be appreciated in late 2022/2023.
In lthat era I believe a US$1000 is a conservative estimate. Some need to catch up of the obvious displacement between supply and demand.
Best wishes mate.
Galaxy and the next 5-10years, page-13
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