Nickel stockpiles at ports after a steady climb to a peak of 21mt has crashed to 19.5mt in the last two weeks. Most of the clearing has been done at Jintang and Jinzhou. Chinese industry are returning from their summer holidays and starting from second gear. I've noticed a pickup in activity of several commodities above normal for this time of year. Anyway I like it.
EL, hope you didn't allow yourself to be sucked into MBN.
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