demand for phos acid will increase with literally no western supply chain.
i think novaphos for which Avenira has a license will be an important secondary project if they can get the YP plant up.
avenira are well positioned if management can execute. That’s the risk.
https://youtu.be/ibU15gg1f90?si=bKXgMnpTorbd2dVO
Phosphates news, page-134
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