Firstly there is no risk to PLS; the exchanges pricing is off and doesn't correctly reflect demand; I urge caution to the Chinese exchange as prices here like inflation might be government controlled and finally we will know on the 26th October whether that demand exists which represents a third test of true market prices through PLS RMX platform.
Finally there is significant demand now emerging outside China and so your post doesn't consider this and there is North America and Europe to consider
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