Not sure if the latest data from NZStat will cheer up those frustrated with yesterday's report and guidance but anyway. In July export to AU is stable and a bit above the average. China on another hand slipped below average while Hong Kong hit all time high with nearly 4 time above last 12 months average. I guess it correlates well with what DB said yesterday about CL supply issues and increase in EL sales. Vietnam is doing great - second highest volume ever. Also there were small shipments to US and Korea.
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