With an expenential rise in demand and a tight supply I would see any take-off agreements at this stage to be a negative, rather than accretive. If auto manufacturers need a long-term reliable supply from a politically stable supplier it makes much more sense to invest in the source & refinery. At the current market cap KDR is a snack to the likes of VW.
Ann: 2017 Annual Report to Shareholders, page-29
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