Posted 2/3/2019 17:46 (#7294745 - in reply to #7294716) Subject: RE: Can February 8th reports be bullish?
SE Iowa
Of the supposed 5 mmt bought 2.1 was for april-july delivery so tells me they are in no hurry.
China needs to buy the same amount from 17 or abouts which means 32 mmt to reach your 2100. They bought 27ish in 18 so you may be correct in the end but there is alot of work to be done from 10.3 mmt so far. I appreciate your optimism.