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  1. zempheth
    584 Posts.
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    19/01/22
    16:19
    Post #: 58982328
    is there a concession to be made that this time is structurally different? (to the boom/busts of yesteryear)

    much like stainless, a new use case is fast emerging.. with much great CAGR than the other, with specific purity requirements causing bifurcation of the commodity (class 1 v class 2)
    another point: generally, Indonesia -> China supply chain, Rest of world ->Western / North Asia supply chain (ESG friendly)
    NC1 Price at posting: 36.0¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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