Note WEC's ann today, The race is on and before those with blinkers on restate that they are targeting differnt feed stocks it very interesting to note thay now intend to expand their processable coals to include Latrobe Valley Lignite.
Vague statements around carbon footprints are still to this date unfounded based on released data, as is capital cost per Mtpa plant.
Intersting times ahead, given they are well into construction of their 1Mtpa plant in indo and have the backing of BHP.
ESI still has my majority backing but for now I'll keep a finger in each pie as its time for ESI to pull their finger out of a different type of pie and proove up.
Note WEC's ann today, The race is on and before those with...
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