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re: phosphate plays Well lets see if the rumoured 1mmt plant...

  1. yellowcake
    13,176 Posts.
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    19/05/08
    10:31
    Post #: 3732225
    re: phosphate plays Well lets see if the rumoured 1mmt plant capacity in China that has been levelled is true. In which case who in their right mind would reinvest to rebuild these plants in the same areas? The deficits are widening rather than shrinking ... going to see a lot of phosphate demand move to pure phosphatics rather than the compound blends of MAP/DAP.
    AEV Price at posting: 0.0¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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