After the Indo capex fiasco its no stretch of the imagination to...

After the Indo capex fiasco its no stretch of the imagination to wonder if there may be an oversight about the process, I mean how economical could it really be, creating 2 products before you get the final one, be interesting to see how it pans out.

I see the chinese as being behind after this announcement. still talking sulphates which the industry leader would like to make redundant (and possibly auz - TBC) I mean if the Americans/European/aussies adopt this approach it will surely be more economical by a long stretch.

Doesn't change that the american/European customers whom aussie hopefuls are targeting arent to keen to do business with that part of the world either.

Nickel sentiment in the short/medium term is the only thing I see this affecting. Still planning hpal projects in indo regardless - just another part of the solution. IMO