To bring this to the top of the page expandable markets are very different to current projects that are underpinned by refractory and vanilla markets.
Basket price assumptions from both WKT and GPX. Our basket is within spec and prudently priced against CN docking forecast.
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Expandable markets relatively unknown where product is limited in nature. Markets are developing while a reliable supply as still not been established. From our recent off/term sheets an end user has decided to build a new factory for expandable markets. Early bird gets the worm....More expandable research provided on the expandable thread...
Croc
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