Mak agree with your views = hence I am checking the import data...

Mak agree with your views = hence I am checking the import data From Philippine Ore and so far Philippines are doing an ok job covering Indonesian Ore, some signs are popping up to favor the predicted boom.


24/11/2014
http://www.metal.com/newscontent/67111_china-nickel-imports-and-exports-data-october-2014


However there is a downside Phil Ore = the costs to produce rise due to the low grade pig iron = and China cannot continue down this route long term


Some good signs here signs here 25/11/2014

http://www.metal.com/newscontent/67...ippine-nickel-ore-supply-boosts-nickel-prices


and this released yesterday Import figures declining at the ports again 25/11/2014

http://www.metal.com/newscontent/67...-fall-263000-tonnes-at-china-five-major-ports



I agree = this period of measurement is a critical time IMO = to see the deficit as predicted from March 2015

We must see this import data slowing from the Phillipines and some signs as above are indicating that its slowly on course - whether this reflects in LME in the near future is still unknown but becoming clearer as each week goes by..




ALL IMO