Thanks PB. Insightful as usual. Pressure on BHP to change as they have screwed up a number of times in oil & gas so it looks like a smart move to go green, however clumsy they may be. Their expertise is in mining solids not liquids. Moving to fertiliser as a mined base resource is also logical - food is always needed and quite defensive and non cyclic. They are not doing it in a third world country so they will be suitable controlled, limiting their ability to screw up. Strategically sound - now for the execution
