Ok so A4N are not so much a HPA player? Though I disagree with your other post on the market dynamics. I think the energy intensity of the Bayer processes are only going to accelerate the need for new sustainably supply giving energy prices do not look like easing in the short to mid and the market will want to insulate itself from future shocks.
I also take it from your comment A4N sees more value in the precursor than the HPA market? Can you help me understand the precursors and the market for them? I can't seem to find much.
Cheers,
IMO, DYOR
MJ
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