2013-11-14blogspot.com

``A conventional pricing action this December would set up a potential short squeeze into the new year that could prove to be impressive once it got going.  And it might become uncontrollable should a run develop since it would also presumably increase the physical offtake in the broader markets.   Wiser therefore to take some of the dirtier money off the table now, and let the market regain some of its equilibrium before the end of year.''



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