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China's argument is with the U.S. so I don't see it affecting...

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    China's argument is with the U.S. so I don't see it affecting our trade. Meanwhile the pellet price has increased again yesterday so that every shipment is currently worth $A17+mil. I still believe they'll be a flurry of shipments in Nov/Dec but will have to wait for comments in the quarterly in two weeks to confirm that.
 
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