"This is, what I would have thought the JV with BASF is for. As far as I understood, their JV will deliver to the local BASF Petronas Chemicals, sitting right next door in Gebeng."
Exactly the point Geldisweg, who is going to capture the benefits of that efficiency? Both parties of course.
Nothing published but I suspect the Petronas symbiosis extends beyond the BASF chem plant into Petronas's refining operations. Logical that Lynas would also supply their FCC but that sort of info may be commercially sensitive ahead of the event.
"This is, what I would have thought the JV with BASF is for. As...
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