If the field studies show significant upside AND the price is right then there is room for more than one local producer to supply the Australian market. KLL via K&L intend to target AustraliaThe Cru article is very interesting. In the short term would Chinese distributors firm up Aussie MOUs in preference to local Mannheim suppliers?
The longer term outlook is dependent on accuracy of growth assumptions and the ambitions of Chinese primary producers.
MOUs with India, Japan or other Asian countries dependent on European Mannheim suppliers might be preferable.
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