it was critical a year ago when Lamp C&L was going to be shut down. Lamp can run its C&L till march 2026 so it is no longer critical. Way to early to even guess what will happen to license in 2 years. so in 2 years it may again be critical. When Texas comes on line it will be critical But right now it is not that critical. Its cost will be much higher than Lamp so there will be some down side because higher COP. Labor Energy Water Solvents will all be much higher in AU than MAL.
it was critical a year ago when Lamp C&L was going to be shut...
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