Hey ausheads,
Always appreciate your salient observations.
In terms of this comment:
"you'll see them revert to second stringers ~4 weeks."
Are you talking about bedding down off-take agreements with long lead times from upcoming producers to hedge for the future, or something different?
Also, are you thinking some of the juniors in Oz, or other regions?
Presumably any move like you are suggesting is designed to break dependence on China?
Cheers
SUPPLY CHAIN, page-24
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