Seems like crickets around the place if I should ask what the...

Seems like crickets around the place if I should ask what the growth prospects of demand is?

Looking at the spot price can sometimes be seen as fake news since there is NO liquidity.

All I can see is large producers going C&M and you obviously expect a price rally. What if BHP and Vale decides to trim their out put by 50%? Does that mean China’s insatiable appetite as supply drops dramatically? Compare 2015-2016 as IO fell off the cliff and the big boys were pressing the foot pedal on outputs. Says a lot about the confidence of the big players.

Here we have the biggest players nose bled for years and it was an economic decision to close down production. Is that a bullish signal from intimate key players?