Search or
𝛼SK
𝛼SKbearish
Relative Strength In Asian Currencies Cause A Squeeze In Producer Margins
19 Views16 Feb 2023 16:31
Recent price spreads between Helixtap STR20 and cup lump in Thailand have recently been on an upward trend since the year began. For the three weeks from end-December last year up till mid–January this year, this spread narrowed below US$200/mt for an average of US$151/mt. For those weeks, Helixtap estimated Thai producers were facing negative margins after factoring in processing costs. More recently from mid-January onwards, the spread rose above US$200/mt and registered US$257/mt as of the se
What is covered in the Full Insight:
- Relative Strength in Asian Currencies
- Impact of Currency Strength on Producer Margins
- Changes in Price Spreads and Market Dynamics
- Chinese Inventory and Demand Outlook
- Comparative Pricing and Trade Flow Analysis
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Loading...
x