Hi Shelly, I guess the issue is that everything is so unclear, like when they announced the change of plans they announced it as a scaling up. I originally took that to mean that they were scaling up Kwinana to meet demand quicker, as it’s the only BAM facility that was approvals in process for, but then it goes on and talks about the model , without mentioning Kwinana specifically. So others then seemed to think it meant that plans had changed to be more regional based given comments about Nth America etc and I have shifted my position to that line of thinking as well.
But who knows?
EGR Price at posting:
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