The Financial Review has an article on TAW p.18. Says first shipment should be in the three months. Managing director feels there is so much demand that there will be no oversupply for the time being as producers are 'harassed' by offtakers.
The article even mentions UBS saying that there may be oversupply only during 2019 and 2022 followed by a long-term shortage.
My hope: that shorters don't succeed going below 3.20 today.
Short selling, page-234
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