Please supply link to the Metal Bulletin ferro alloy graph since you state its from MB. I 've never seen this graph on MB. As I said its well out of date regardless. I'd say anything after May 2016 on the graph is hypothetical and has absolutely nothing to do with reality. FeSi graph being absolutely incorrect.
I gather and save weekly data from MB on Ferro manganese, silico manganese and ferro silicon as well as manganese ore. Most are posted weekly on OMH. I agree that MB data is credible, but what you've supplied is far from that and without a link to the graph on MB, then I say that its not credible.
Looks like GMC will need other markets now that USA is out of bounds. Maybe GMC can sell to India, I'd say GMC won't be able to compete with European manufacturers in Europe. Japanese supply is mostly tied up in partnerships with the 3 x Sarawak producers. GMC's sales world has just got a lot smaller.
GMC Price at posting:
1.3¢ Sentiment: Sell Disclosure: Not Held