It's going to be interesting to see how LTR fare, producing at these low prices. CXO can't make them work, but luckily has no debt. LTR is a much bigger operation so you'd think if there's no profit in it they may be in trouble. Really, coming onstream now as a first world producer is not the greatest timing. I think I'd prefer to set the conveyors rolling in 2028, when many pundits consider demand will be outstripping supply.
WR1 General Discussion, page-31910
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