Global demand for MOP not SOP. Just my opinion.
The MOP market is dominated by cartels/big miners, the SOP Market has one or two big producers and many small producers and more importantly high cost Mannheim producers.
With respect to KLL (which i don't hold) I can't see global demand for MOP having the slightest influence on the ability of K&S to sell SOP into the local market.
Cheers
Broker report - Aust Potash Ltd, page-19
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