Wont matter if the offtakes hedged for say 20-30% of total production.Its just the structure that will interest me and the market me thinks.
I wouldnt worry too much atm Andy.We are still at historic stockpile lows and cancellations are relatively high.We were bound to see some kind of inflows at some stage.Question is where are they coming from.
Im wondering if its China up to its games again dumping on a different stockpile.Only Chinese export numbers will show us this and I dont know that we have access to those numbers unless we have someone who is involved in this industry that pays the thousands for this kind of info.
Unlikely tstl!
d.
why arnt you guys posting atm, page-14
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