judging by this, I would say little to no impact. But Q1 2022 isn’t far off, let’s see if they start to build anything. Sounds like a bunch of hopes and dreams on the back of $4.5billion project. They also will come online after LCK so I don’t see how they could even remotely compete on price!
https://perdaman.com.au/2021/05/06/perdaman-signs-an-offtake-agreement-with-incitec-pivot-for-a-world-class-urea-plant-in-western-australia/
The writing was always on the wall, page-12
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