I have been looking for nickel to pull back---but seems i am...

I have been looking for nickel to pull back---but seems i am wrong---but thats fine by me--and yes it does seem like a re rating is in order,due to the philippines--i have good contacts in China and the Phils so i am aware that over 80% of production is as per normal.Obviously i am missing something,because i am told there is major stockpiles in warehouses and holding pens in China and it seems the LME has not come down so much. But what we really need is the AUD at 70/72 and the U S D index below 95 ---good luck to all--cheers