Interested to see if anyone knows if there is precedent for lifting of the curtailment on lower grades by Chinese in previous years - agree IO is on an upward trajectory breaking 80 soon. If IO goes to $10 higher say $90 or more, and with China heading into summer I'm inclined to think they would ease on their "crackdown on pollution" rather than pay a massive premium for the higher grades
Interested to see if anyone knows if there is precedent for...
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