I'm sure the company will cross that bridge when it comes to it. That potash will all be going to the North American market whereas CXM will still be focusing on closer markets in Australasia and Asia. I get that the overall supply and demand is affected, but if/when CXM scale their operation, their costs will also be much lower and they don't need these massively inflated potash prices to make money.
The main positive I take from this news in the immediate future, is that big players investing in potash shines a light on the industry making funding/ investment more likely for CXM
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