STX 8.11% 20.0¢ strike energy limited

Urea Shortage, page-80

  1. 5,591 Posts.
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    1.5m tonnne pa of urea at $1000 per tonne is $1.5b pa.

    As there is no real production in Australia they could potentially control the urea sector.

    With the problems faced now, I bet the government will pull out stops to get it produced here.

    If there ever was a war, shipping lanes would be blocked and we would be screwed within a month.

    Urea is in nearly everything we eat, not just a additive to clean diesel.

    1.5b pa revenue would make strike a multi billion dollar company.

    Outside that hydrogen. They are in a prime place with production being inland and close to infrastructure.

    Fortescue is going green, not just hydrogen, but solar.

    Strikes location would be a very good fit for fortescue logistically.

    No suggestions, but fortescue looks like it is trying to diversify outside iron ore and dies have deep pockets.
 
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