Zman's got it in one i reckon. The WA gas shortage has a distinct possibility of negatively impacting on TOX as a vast majority of their operations are in WA, and i imagine both their thermal desorption unit in Kwinana and industrial kiln in Port Hedland are powered by gas.
Zman, please let us know if any of your inquiries to the company can confirm or deny this.
Cheers.
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