Tacair, would you be keen to run the numbers for 1250 and 1500 USD a ton? The figures coming out recently are frankly amazing and I just wonder what the SP might look like if this trend is here to stay.
Ambitious numbers I know but it's entirely possible with the way peicemeal supply will come online to meet growing and growing demand that the long term deficit sees the Spod price permanently sitting substantially higher than the projections offered by the DFS and certain agencies such as Roskill.
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