Interesting to listen to the last interview from PLL. Keith mentions 30,000t this year. SYA says 85,000-115,000t for this year. Even if you take the lower end of the scale of 85,000t that will still leave 25,000t on the table to be disputed. For the first time he also mentions the word "around" as in he buys it for "around $900/t". Maybe I'm reading too much into it but I wonder why the change in his language.
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