agreed, I’m in the oil and gas industry specifically in the front end study area where we look at multiple options for single projects for the best economics/ returns. This will be no different.
Base case would possibly be a standalone plant, sensitivity cases possibly multiple other options including tolling etc or a hybrid of both for early cashflow to then bankroll a plant later as you mention. These will all be traded off against each other for a optimal outcome that will maximise returns for the company and thus for shareholders
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