jmca you and I would be interested if we could arrange some sort of offtake, ie sell the straw required to produce all your urea for $50/t. When you consider freight from the middle east could be removed and anyone of a number of middlemen along the way it would bring the price of urea down significantly on farm. I think there is also value in having security of supply because going forward we can't assume inputs will be freely available as in the past ...
Already seeing interest in coal deposits close to agricultural production zones for their potential to be feedstock to urea production. There a mob down at Collie backed in by Oswal I believe ...
