STX 2.33% 22.0¢ strike energy limited

ABC Radio Today, page-18

  1. 646 Posts.
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    There's also exports.

    Perdaman says they're going to export most of their production.
    Which makes sense; their location is about the same distance to SE Asia as it is to the rest of Australia.
    Also they have connections with India, so I'd imagine a fair amount will go there.

    I did some rough calculation, and Aus can sustain all three plants (including Incitec) once exports are taken into account.

    Wouldn't be surprised if Perdaman/STX ends up splitting Aus in half between them.
    Perdaman/Incitec would sell to NT/QLD/NSW
    STX would sell to WA/SA/VIC

    Traders and users would prefer one plant (depending on their location) - however would have contracts with both companies to assure supply.
 
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