I think KLL is great as a demonstration plant, but doubt there is much money to be made. SOP prices have been steadily falling and KLL’s logistics costs are just too high. You can effectively land SOP from Germany, Taiwan or China on the east coast cheaper than from Beyondie.
Wonder if RWD will also be able to assign over KLL’s offtake agreement with K +S (and if they could, would they want to or not?).
Ann: REWARD SIGNS EXCLUSIVITY DEED TO ACQUIRE BEYONDIE PROJECT, page-129
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