@oneforth: very nice written! and showing a deep understanding of the situation. Nice!!
In particular that you know that the stockpiling is for domestic demand and not for exporting. They need it to have the possibility to restructure their REO chain.
I cite: "you start investing and end up as political and financial analyst"
For me a thrid case comes to this: i started as "english dyslexic" ;-)
macro, page-3
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