By sounds of it just going by the text above two 6Mt plants, I guess they want to one up VMM on the headline NPV? It'll make for a good headline NPV number but upfront capex will also more than double. Does the pokes at VMM mean they feel a threat?Wouldn't think there'd be a need to intentionally take jabs at each other. Both companies will make it to production imho, just a matter of when and how.
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