Lepaedolite non-economical price limits have been hit, so they will prop up prices, proving up the thesis. As for S/D balances, besides the oversupply of BS coming out of the middle kingdom, it seems as though most are expecting the macro situation to bite hard on a forward looking basis, and agree, so far y-o-y demand growth is healthy/consistent, certainly not going backwards.
As you have said a few times here over the past weeks, new ex-China customers and more chem conversion capacity is the way forward, POSCO/PLS JV is just around the corner, and give it 6 months, we'll know the results from current partnering process.
Lepaedolite non-economical price limits have been hit, so they...
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