We seem to circle the same tired topic here. I’ll use your own phraseology, you would have to be a mental defect to think the catalysts behind urea price rise (Covid, trade friction with China, china’s division with the west, conflict in Europe, rising energy prices) will go away over night, which is what you and Others seem to have espoused.
there will be an enduring global shortage of urea, and with dramatically increased cost of feedstock, the fundamentals of economics would dictate a significantly higher urea spot price is the new norm (I think it will pull back somewhat, but would likely settle long term somewhere between current price and that used during PFS).
lithium and rare earth minors revise DFS figures on changing spot prices, but urea can’t….?
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