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  1. ThePennyChemist
    1,619 Posts.
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    20/01/23
    19:29
    Post #: 65803126
    https://firstphosphate.com/wp-content/uploads/2022/10/BMR_Feb22-Final.pdf

    what are your thoughts on this report?

    suggests two types of production methods, western favoured and more eco friendly option requires x10 as much phosphate hence they’ve suggested 50MTpa of 30% rock by 2025 and double by 2030

    https://hotcopper.com.au/data/attachments/4985/4985867-82142578e666ce69892dc56eace5e724.jpg
    https://hotcopper.com.au/data/attachments/4985/4985870-3f7377e9f67ee5c5a5dd9a21b2e0f3e8.jpg


    Last edited by ThePennyChemist: 20/01/23
    AEV Price at posting: 1.9¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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