"We have seen it before with Japanese and then Korean offtakes through the 80's then the 90's."
No we haven't, some Chinese companies have a reputation for walking out on agreements that don't suit them. I haven't heard of any Japanese or S Korean companies doing that. Spot price is too far from contract prices for comfort right now, and incentivising bad behaviour.
gonski, page-4
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| No. | Vol. | Price($) |
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