Interesting article on P94 of The West Australian today.
Its predominantly about nickel but there is a graphic produced by MacQuarie Research showing where each commodity sits in the supply/demand cycle.
The potash market is shown as moving....
FROM: "market back in balance" with "capex peaking" and "price falling"
TO: "strong over supply" with "stocks building" and "sever price decline"
I think spider was right. Regardless of any challenge to the ILUA, its too late, RWD have missed their opportunity.
Interesting article on P94 of The West Australian today. Its...
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