Lake Wells is over 200Km further to port than RWDs project. Tracks will be upgraded with time. Also further than AMN.
APC in this presentation, for the first time, clearly show how much more expensive their secondary production is compared to the primary production.
It add to the positive cash flow but don’t pretend it’s the best option.
As for shipping of raw materials you have a company making bold claims about their green/organic credentials. Scope 3 emissions are real. And the multiple organically certified, made in Australia SOP is 1/3 from Belarusian or Canadian MOP. Is the MOP organically certified? Or did the certifiers overlook the MOP?
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