Add to that the fact that its easier to have it outside of one of the major producers and deal with it as a by product and not the main focus of their business.
If one producer has it than the others would feel vulnerable to it IMO.
The one thing however is that they may well squeeze MHM as the profit is probably too high and the plant needs material to make a profit. I suspect in USA it will be a sharing of the profit in some form of JV. Pure speculation on my part just trying to find the likely scenarios.
Probably not even crystal ball but start gazing at the moment.
what are the risks?, page-22
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