uh yeah those DLE and sedimentary projects are not coming online any time soon! And spod projs & expansions will continue to be delayed. These supply models have consistently proven to be trash when examined critically.
everyone should check out the twitter posts by Dwane Sparks, recently looked at the GS supply/demand model:
https://twitter.com/sparkes_dwayne
uh yeah those DLE and sedimentary projects are not coming online...
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