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Post
Albert Pinto
70sbachchan.bsky.social
did:plc:cmvp2dfgs7qrfjo5n27limmf
"This makes the Chinese reserve bigger than all the other national reserves combined.
For comparison, this is ~90 days of Chinese demand, while U.S. reserves are about 40 days of U.S. demand"
Please read this clear thread.
Upshot: Inventory draw down then prices surge up!
https://bsky.app/profile/rebeccawdell.bsky.social/post/3mltcja35o22c
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2026-05-14T21:57:55.873Z