It certainly won't be a negative either, unless Leigh Creek and Co decide to export their urea.
Keep in mind that Perdaman still need to convert the natural gas to syngas which will cost a couple of $ per GJ, then what are WPL supplying it at - $6, $7, $8+?? Still, it's very expensive feed stock at $8 (if they're lucky)!
To address your concerns, I don't think we can therefore class Perdaman as a competitor, let's class them as "other", but with the same feed stock expense. Any idea who the ''Competitor" is?
You can probably understand why she is in the papers complaining about gas prices all the time.....
CLOUGH IN JOINT VENTURE WITH SAIPEM FOR UREA PLANT IN KARRATHA, page-3
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