To be honest I am so sick of this bs being published and reposted continuously
Who are the sources quoted?
Who are the producers quoted?
Who are the suppliers quoted?
Where are the sales figures quoted?
How could demand be down when all the oem's are reporting record sales - increasing double digit % monthly and massive % growth yoy?
They even try to quote a 1 month stockpile as large - this is virtually none - std stocks would be 4-6months supply.
PLS are shipping and selling everything they can dig up - does anyone see any massive piles of spod laying around anywhere?!?
Shorters narrative being broadcast by tainted media.
Shame on you Platts. Hope you are being paid well for this reporting.
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