If the shut down is annually, then there should be a spike in the price every year. I can't see it in other years. Price action will not mirror iron/coke, although this is the metallurgical business, so prices would not be impacted by such annual shut-downs due to a need for consistent supply and buffers.
Temp shut down is known and planned. Therefore it is not a price maker.
Ann: AVL in Strong Financial Position to Complete DFS, page-79
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