http://blogs.platts.com/2015/08/25/china-refined-nickel-imports-july/
http://www.mineweb.com/news/industr...y-china-slump-60-as-stainless-industry-slows/
http://www.ibtimes.com.au/indonesias-ore-domestication-1453042
http://www.fenimining.com/en/news/n...ction-ferroalloynet-web-12-june-2015-344.html
now - chk the timing of shipments of fe-ni out of Indo (see Antam on the ASX and also PT Bintangdelapan Group )
you raise a very good point regarding FX of suppliers !!!!
rgds
V_H