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Glencore results release today. Glasenberg calling the bottom,...

  1. RDL
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    Glencore results release today. Glasenberg calling the bottom, saying they are seeing demand for big tonnage long term supply agreements atm.

    says no new supply coming on beyond 2020, expects deficit as early as 2020 if demand momentum maintains.

    see ft.com and twitter #cobalt

    and buy em when you hate em
 
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