Interesting. Not much change for Spod, refined stuff and REs for a few days. Possibly hitting the bottom, but a few macro headwinds coming out way. Interest rates/ middleast/shipping. Recession/reduced spending. American onshoring affecting Chinese economy. Trump/oil. Though the green evolution marches on. Climate changes. Governments move the goalposts.
Still believe we'll come good. Just might take a bit longer. North American production is key.
Spot Prices, page-533
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