The reader comments on the Glencore/Ferroglobe deal are continuing to roll it. The general consensus is that the US silicomanganese and high-carbon ferromanganese market are oversupplied and that the US is still the premium market to sell in.
This means that Glencore will continue to offer and sell more into the US and that would put pressure on other suppliers. South 32 is pretty secure with its deal with DJJ/Nucor so it any reduction will be with other suppliers.
Already, consumers commented that they are revising their price ideas for 2018 and are expecting a more competitive market in terms of fixed prices and discounts.