As at today, SC5.2 is already at ~$730/t.
If you then predict the price of SC5.2 based on futures pricing (76,500 for carb), SC5.2 would be around $546/t over the coming month or two.
PLS could actually be burning cash as soon as next quarter.
(Figures from Cyclops trader on Twitter)
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Price($) | Vol. | No. |
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