earning call: management upbeat on demand / supply dynamicsFrom conference all this morning:
Demand: US housing strong, japan rebound, china robust despite of covid-19.
Supply: curtailment benefits start to show, further curtailment
Duty reduction (US-Canada) from 20% to 4%
Duty reduction (US-China): from 25% to 0%
Overall, it seems that the management are quite optimistic about 2020 and beyond.