so maybe I am missing something here....
how big is the plant?
how many reserves do they need?
how much output do they have tied up through contracts?
all my 'research' points to them having sufficient reserves for the expected plant to match customer demand?
hence, I see no correlation here with ESG.
Maybe you guys can explain it better as I could very well be missing something here. Hope not!
Cheers,
SF
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