Just another spanner in the works :) 20% of production is...

Just another spanner in the works

20% of production is supposedly unprofitable which is vastly higher than any supply/demand imbalance.




Follow-up note referencing the first post,



Does seem like we've passed the bottom now. I did some peer comparison and it showed that the bottom was in the last month in January (I'll update it next month). GFEX has also been flat since its low in Dec last year. Currently, a week-long rally going on.



Need some good news from the plant