Why right now might be the moment to clear out the alloy bin – and why next quarter might not be.
The timing question
An LME spike moves what a nickel-bearing alloy stockpile is worth on the day it is weighed, not on the day it was set aside. An Inconel bin that has been sitting through the cycle is exposed to that timing either way.
What this piece covers
- Why the current spike makes right now a candidate moment to clear the alloy bin.
- Why next quarter might not be the same opportunity.
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