Ann: Targeting the Worlds Lowest Cost SOP Production, page-34

After listening to Savich and others talk about supply driven demand, I think first to production is irrelevant.
Arguably the rush to be first to market may be a factor in the KLL blow out and is certainly the reason why SO4 is still arranging finance.
KLL has become very expensive and both SO4 & APC need to import MOP to justify the capex.
I think KLL will pip SO4 if SO4 are held up with delays beyond the EPA scoping study timeline though another CR if necessary could still keep it very close.
The reason I hold RWD is because it is the best resource for large scale SOP production and no amount of green debt, excess sulphate, United Nations woke stuff, financial trickery or Middlemas former glory can change either the resource, physical environment or location.
Cheers