for what reason would they build a new MP in australia when the KMP is not at full capacity and doesn't have enough customers to reach capacity? 600tpa is the expected volume in 2024. 3200tpa is the stage 1 capacity. 16000tpa is the total upgraded capacity according to releases from 2021. we are not suddenly going to get customers for 16000tpa over the next 2-3 years. KMP has enough trouble getting feedstock for current operations, no idea how they will do so for 16000tpa without dubbo.
ASM Price at posting:
$1.30 Sentiment: Hold Disclosure: Held
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