The feedstock was mentioned in the original Development application, along with some details around the process. It all got pulled quick smart
IMHO the lack of offtakes is related to the complete debacle in the HPA space, courtesy of Orbite(x2) and possibly FYI and the fact the encumbents can scale up to meet demand AND the HPA forecasts mostly being wrong over time.
A4N are probably gonna have to prove the process works in bulk by a gradual scale up of the PPF. Then we may see a flurry of offtakes.
That being said I wonder how the PPF is going atm, and anyone seen the latest short positions for A4N?
The feedstock was mentioned in the original Development...
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