Crazy stuff Nev. I was reading a note from 1 of the BMI analyst in relation to chem contract pricing. He said 2021 chem contract pricing has kept prices below 20kpt, but that all changes 1st of Jan 2022, which will obviously be reflected the March quarter reporting in April.
However, I'm wondering if existing producers will inform the market of their 2022 contract pricing in January in their Dec quarter activity statements, given the expected material increase. God help us as that news hits the market, as a result spot pricing will push higher, blowing the dog of the chain, would not want to be short, as the sector is about to click into overdrive.
Who would of though these prices, this time last year, crazy good....
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