My read on the prevailing management preference for slurry over rail is (imo) about hitting that ESG note as hard as they can - this is good - I think particularly if the macro position keeps weakening for the foreseeable future (coupled with domestic political furor over renewables), our best shot of getting this financed is pressing that narrative from a company perspective (putting aside individual views on the matter).
My read on the prevailing management preference for slurry over...
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