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Music to my ears. I think Chinese port stock is much lower than...

  1. 10,494 Posts.
    Music to my ears.

    I think Chinese port stock is much lower than the reports. I also think CISA is very nervous of the big3 to start culling their higher cost and lower grade production to produce a double whammy that could within a space of 12 months create a supply deficit especially when China starts rolling out those big ticket infrastructure projects.
 
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