Just read LCK's presentation.
They claim that they could produce up to 2mtpa of Urea. That would supply 100% of domestic demand (300,000tpa) at a fraction of the current market production costs. (page 16 of presentation). Surely that is not good news for all domestic producers, including IPL.
If LCK succeed, IPL has a problem and who would then want to buy the Fertilizer assets? Interesting times ahead for all.
Just read LCK's presentation.They claim that they could...
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