For now, I think there must be something more happening to push the price up further.
To me, 200+ was great oportunity to sell or secure selling price and now lets see how purchasing side reacts, I would not be surprised if the main players are partially hedged and stockpiled to survive rest of the season.
Disclaimer: I have no "book" here, just observing. But, some people seem to have more than a book, maybe a delusion goggles :-)
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