Agree 401 - possibly more pain to come. Short level will be one to keep an eye on. Already the key Malaysia court decision would have seen a part of recent increase of 4% to 5.5% and now 2 quarters of reduced - no production invites them in further - but of course blue skies there after on favorable court decision and steam towards unbelievable 15,000T of PrNd production with US build really moving forward at pace - hopefully early-mid 2026 commissioning.
Increased LAMP production will assist in US supply in meantime but still well short of required - depends on Japan whom would have first take of increasing their supply and even other long term customers.
No real movement on RE pricing since China National Week holidays. An early bump up of 2.1% I think it was - has since dropped back in small increments and pretty much taken PrNd pricing back even to a month ago.
Time to Sell?…, page-4
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