SA Article got published, page-12

The problem for manganese is that there was too much production prior to the shut down and the stocks at China's ports are at extremely high levels. The stock levels will drop slowly over the shut down period, but if the manganese ore miners ramp up production as soon as the shut down period is over then the stocks will just build up again and the price will go down again. China's steel production is plateauing and has fallen back from 900 million tonnes annually rate to 850 million tonne pa rate.
The manganese ore miners should only produce what is necessary to keep the supply/demand situation in balance. Better to get a higher price for less production than a much lower price for more production.

Interesting to note this is the first time that Eskom the South African power producer isn't load shedding. Currently they have so much excess power due to the shut down that the windmills have been order to shut down their supply.
https://www.bloomberg.com/news/arti...e-majeure-to-some-wind-plants-amid-low-demand