Ridiculous price or ridiculous belief that anyone could predict today the price of DyO or any other commodity used in EV production for that matter to any degree of accuracy in 2 years time. Most forecasts can't get it right 3 months head let alone in 2020 and current prices based on massive stockpiling by Chinese. Why are they stockpiling DyO now if prices expected to be lower ? Or are they using the stockpiles to their advantage and accumulating on the cheap before FOMO push prices to the highs of 2011-2012 ?
Ann: NTU Hallgarten and Company Coverage Update, page-13
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