Spid, As you raised this on the WKT forum I thought it also prudent to discuss this here as it also impacts EGR / Epanko.
With container supply in short demand, what's EGR's plan to address the challenge of getting supply from Epanko? How much is this going to impact the DFS?
Wouldn't you say, due to this issue, it seems that the best positioned is RNU with supply and processing both in one market?
Honestly, with these container supply issues, I don't even know why Epanko is being pursued!
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