do you mean reactors 3 and 4 thought 1 and 2 sorted
Based on the current operational output I'm gestimating that by Jan 1* they could achieve around 12 million litres. I'm assuming they can get reactors 2 and 3 up and running in September (discounting any literage during that month)... it's still possible they may beat the last 6 month period of Canton only production before the fire. * I'm not going by the financial calendar.
Certainly seems so, sp continues its odd behaviour. Unrelated: Crude could fall further but with the price you pay for crude now and hedges out to 12 months, having a small gap, the drop in oil price seems more to do with money moving around, than supply/demand problems. China also stopped (maybe temporarily) supporting stocks so could've triggered the mad dash down.
Something to be happy about today. Holding it's price while all others lose theirs. gla
21 Aug '15
Thanks Heretic, v interesting - good post. The price action leading up to the update was a little strange, and felt there was some strategy behind it by the mms.
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