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Nov seasonal
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RayJenkins
Posted 2/5/2019 10:07 (#7298281 - in reply to #7298249)
Subject: RE: How do seasonals work..?? when China postpones US purchases till 2nd half?


SC Iowa
China has been making sizable investments in South American infrastructure, which will likely be repaid in some kind of PIK arrangement

I just don't see the Chinese putting themselves at a big disadvantage about where they can source raw materials at cheapest levels over time

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