There are some countries in the region that would/should (IMO)...

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mikaj

992 Posts.

2221

20/08/19

19:20

Post #: 40063292

Originally posted by DoubleDown!: ↑
Totally agree, running back of envelope numbers for trucking to Singapore as fill costs cost $30m (or $40mil if I use your 1000000t of WLP).

None of it is expensive even ignoring any possible sale of the residue as fertiliser.

If you blend the 1m tonne of WLP with the NUF and whatever else to reduce the final product to sub 1bq. Then you end up with 10m tones of fertiliser (NUF is about five times the volume of WLP?). You'd only need to sell it for $10/tonne and you'd be in profit.

This is well beyond my knowledge or expertise so I could be just dribbling the proverbial, but the possible cost is not earth shattering for Lynas and the possible profit for Condisoil is worth exhausting every last avenue.

16% P2O5 bags (ex China 25kg) are $150USD per tonne. Do the maths on that!! (hint: your calculator needs 10 digits)
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There are some countries in the region that would/should (IMO) be keen:
Rank Country Imports of Fertilizers in USD (2010)
1 United States $7,070,066,915
2 India $6,162,319,965
3 Brazil $4,943,149,654
4 China $2,571,769,137
5 France $2,416,562,343
6 Thailand $2,009,292,555
7 Malaysia $1,537,976,544
8 Indonesia $1,403,414,359
9 Belgium $1,368,676,732
10 Germany $1,359,790,497
11 Vietnam $1,220,007,410
(data bit old, but doubt it's changed much but upward)

Africa has some countries that are in need of a lot (millions of tons) of fertiliser as well..

Rank	Country	Imports of Fertilizers in USD (2010)
1	United States	$7,070,066,915
2	India	$6,162,319,965
3	Brazil	$4,943,149,654
4	China	$2,571,769,137
5	France	$2,416,562,343
6	Thailand	$2,009,292,555
7	Malaysia	$1,537,976,544
8	Indonesia	$1,403,414,359
9	Belgium	$1,368,676,732
10	Germany	$1,359,790,497
11	Vietnam	$1,220,007,410