This post from @cashken on the DTT was very interesting:
"FMG - strong and JMS .255 open.
Looking strong. Brazil one fifth of world manganese production. Manganese fourth most exported commodity.
Vale controls 70% of Brazilian output. Most coming from the Azul mine in the State of Para.
CEO of ClevelandCliffs suggesting all tailing dams in Brazil will come under scrutiny. Nickel has bounced as a result. Perhaps manganese for a trading theme..."
The Brains Trust-2019, page-228
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