Cry me a river, project Japanese forward Dy demand, reference...

Cry me a river, project Japanese forward Dy demand, reference JLMags China projections which have held up exceptionally well re EV numbers, and carrying a very soft discount Dy deletion:


Reflect Chinese Dy inventory 2017, static 500t, in a year that saw operating capacity at just 30% and 1450t Dy put into State storage to soak up the illegals.

Reaction 2018? Price has continued to fall and likely to make the FIFTH successive year values have fallen, despite the major producing areas in the south being shut down for most of H2:



As per previous post, opinions are lovely things to hold & hope, but carry little weight in the real world without supporting data, in spades Dy's destiny lies with the dodo.