It would be interesting to know what the current operating costs are sitting at.
They were estimated to be around A$470/T before talk of a 120Ktpa expansion.
I'm sure others will be aware that potash prices have fallen significantly over the last 12 months. They are down almost 10% over the Jan-March quarter.
https://thedocs.worldbank.org/en/doc/5d903e848db1d1b83e0ec8f744e55570-0350012021/related/CMO-Pink-Sheet-April-2023.pdf
The outlook appears to be a fall in prices. The good news is the weak Australian dollar.
All eyes are on actual production but what is the current cost of production and what is the margin?
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