DyO inventory 2017:
Production:
1050t, 30% capacity of total 27 Chinese ore separation plants 3170t
SRB took 1410t into storage H1 2017
Four year FOB pricing, ending 2017 at lowest level:
Chinese just announced 40% additional HRE mining quota which will bring the "illegal" over production in from the dark and into the tax net.
Absolutely NO data that would support a second go round with "deficit" theory, in fact quite the opposite.
DyO inventory 2017: [ATTACH] Production: [ATTACH] 1050t, 30%...
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