Here is the ABC Landline report 19 May.
https://www.abc.net.au/news/rural/programs/landline/2024-05-19/cracking-india:-indias-growing-appetite-for/103866918
Cheery and upbeat, though light on for actionable data.
I note the Indians prefer to buy the in-shell commodity and perform all value-add themselves.
Fair enough, yet freighting husks has a cost and this by-passes the key efficiency of SHV's Carina West processing facility.
A customer is a customer.
Ash
USA Report, page-259
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