

Reading into it more. They have the local capacity to process it but the scrap is being sold on the export market because the Chinese can under bid them. If they dont have material to meet the local capacity the plants could shutdown, destroying or “backfiring” on their existing capabilities.
In this case it does sound like the best course of action is to at least have enough scrap to meet local capacity before they export.

reminds me of this drawfee episode https://youtu.be/TxRjSzqLehM