Has anyone really looked into how these plants work and where the risks are likely to be. It’s suggested that there will be a world glut on this fertilisers in the next 5 years so how can you demand a specific gas price against what will be a world price for Urea.
If the price drops then so must the price paid for the gas.
As mentioned before all they have at the moment is an option on a piece of land and a report.
This is blue sky thinking at the moment and years away from reality. Imo
Strike AWE Mitsui Comparison, page-3
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