Yes no ships listed in the expected arrivals is a bit of a worry - I can only think of the fire they had on Xmas day on the conveyor belt at the Port, maybe they decided there was enough damage to change out the belt or part thereof and claim the insurance - that's pure speculation on my part but at least it's happening in the first month of the quarter so plenty of time to catch up on shipments in Feb/Mar hopefully.
Seems like a buying op at this level.
Pellet Price, page-196
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