Posted 2/26/2021 09:58 (#8859439 - in reply to #8859264) Subject: RE: Is this going to be the new normal
To ending stocks it only matter that they get shipped, To the market it matter where, that's why its a futures market.
the market looks at China as a unknown in demand but Vietnam demand is pretty much a known and figured into the mix.
They were covered by the broad statement I made on the OG post -- I thought not hard to see which is why I and many others I believe thought you had info nobody else could see.