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Is anyone tracking the current spot price of N95 masks on a chart? Would need a true price, i.e. what do you have to pay if you have no "special powers" like a
by anthony_r 6y ago
Is anyone tracking the current spot price of N95 masks on a chart?
Would need a true price, i.e. what do you have to pay if you have no "special powers" like a hospital. Spot as close as is reasonable, maybe with 1 week delivery; I am assuming that the forward curve is still in backwardation. That would be the best tracker of shortage. The curve itself would be interesting, if it ever flips to contango without spot going meaningfully down that'd mean serious problems (nobody expects capacity increase).