Valid question. The way I see it, epanko is the 3rd cab off the rank, with SPG processing #1 and theb recycling #2.
I guess supply/demand for raw materials will be a big sensitivity as to whether epanko progresses in the short term. There nothing suggesting at the moment that demand will slow, it's whether timelines permit EGR getting a slice of the pie. Time will tell, as well as the highly unpredictable tanz govt. Once bitten twice shy on epanko.
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