What is your evidence for suppressed Ree pricing lasting for multiple cycles?
Id argue that the majority of research and forecasting shows that we are due for an eventual upturn in pricing and that current prices (including the pressure being put on them by Chinese) is not some kind of new normal. That would suggest that being realistic would be to expect prices to improve. Obviously it is not guaranteed and there is a risk but to be realistic would be to expect prices to improve with a healthy dose of caution.
What you are doing is more akin to expecting the worst. Which is fair enough but doesn't really provide any value when your just repeating this sentiment in one liners on the forum.
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