I would have thought that there were enough downstream facilities being developed elsewhere in Asia, or USA/Europa to include some competition. Obviously the shipping would be more expensive to the USA and Europa supply chains.
Either way, if there's a lack of ex-China capacity, there's no reason for PLS to enter into a 5 year agreement. They could pursue a 12 month arrangement (or worst case use BMX) until the landscape is more competitive.
Ann: Power Strategy to reduce emissions intensity and costs, page-24
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.01 |
Change
-0.095(3.06%) |
Mkt cap ! $9.154B | |||
| Open | High | Low | Value | Volume |
| $3.13 | $3.20 | $2.98 | $69.59M | 22.37M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 59630 | $3.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.01 | 41133 | 17 |
View Market Depth
| Last trade - 14.49pm 08/10/2024 (20 minute delay) ? |
| PLS (ASX) Chart |