NP boom to 8.64 friday night which is now 20% higher than at the MCR shutdown and the BHP Kambalda toll supply deal suspension will change the equation.
Expect BHP like IGO and Glencore to continue operations
shuttering causes way more losses and costs than producing at low margins, look at PAN MCR as proof.
The NP booming the last 4 weeks should change the equation.
Anyone not talking of this NP spike in this shutdown equation is ingenious.
NP boom to 8.64 friday night which is now 20% higher than at the...
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