KizAB is in UAE, it's adjacent to the port from where we receive...

KizAB is in UAE, it's adjacent to the port from where we receive the concentrate.

Gulf Fluor is not prepared to expand their production - given Covid19 as a reason- to accommodate LPD's requirement for acid. This necessitated management to address this dilemma. Given that an acid will add to the cost of the capital build, it ensures that LPD is not at ransom for its future requirement of acid. The cost will to some extent be mitigated by the transport cost of ore from the port to ICAD.

Walvis Bay is problematic in regards to access to source the acid, it is my understanding that the Emirates has ample raw material from their oil production to produce the acid in the quantities required by LPD.

Where P2 is to be sited has not yet been decided

With respect to Gulf Fluor, I'm unsure of its connections with Fluor Corp. of the USA, below is graph (to 2019) of this company:

And as can be seen its not travelling very well, its most recent trade is US$8.00.

Hope this helps, others may have a greater insight than mine.

Cheers