we need ten percent to say no, page-13

I'm not into conspiracy theories normally, but it seems interesting that the Chinese reportedly were running down their inventories in sync with the global economic crash already underway? Seems like a good strategy in terms of destroying short-term demand....and really nasty for companies like OZL ramping up new mines. Why be a longterm customer when you can be a longterm owner I guess..probably makes perfect sense from their end?