The ESI/Tincom deal is about pellet production for export. Nothing to do with servicing power stations in Victoria.
Read the last few announcements to understand where their focus is.
ESI's competitors are not other clean coal technology companies - their ONLY competition is the black coal market. Period.
Comparing the price of pellets vs black coal will give you an idea as to who will be the preferred supplier of coal to BLACK coal fired power stations in the future.
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