@InItEarly
Confirmation of it being speculation is exactly what you did. Or are you just typing words without reading your own post?
You stuck your nose into a legit question that a few of us would have liked to know the answer to - being a perfectly reasonable question of how he came across this info that he most confidently posted as fact (as per the way it was worded). And as per your post, you cannot provide any truth to it either... other than your own speculation of "they are at Fastmarkets" and "it fits all the data points you have".
Hate to tell you mate, but this isn't doesn't answer anything at all and is part your own speculation, so best stay in your own lane.
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