Perdaman supply will almost certainly go entirely to export market. The offtake with IPL will all be shipped to east coast as IPL doesnt operate its fertiliser business in WA. Strike, due to logistics advantages will be the logical supplier of the domestic WA market. Gas price wont really come into it as urea pricing set globally. Gas price will only impact the margin the producers make, Plenty of room for both players. Strike would do well to sign domestic offtake with CSBP and CBH.
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