I like the pump as much as the next person but being "blissfully ignorant" like some in the main thread is not for me .
I agree with your "business comment" the main page has turned into an opinion page for the pump anything negative gets moderated , the moderating has even migrated here by unknowns .
As for hard rock I somewhat agree although I don't think those improved costs will be impactful to the degree you think , I think it will be more a scenario of downstream refining investment that coupled with better costs will keep the likes of ALB IGO MIN PLS relevant , possibly SYA but long term some of the other spod only entities may suffer .
Anyway time will tell I suppose , thanks for the chat it's appreciated by a few here .
Regards TT
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