Most people have the sop market growing at 350ktpa. So in 3 years time that is another 1mtpa needed to meet demand. Australia will be lucky to have total output at around 750ktpa at that time as most projects will be starting out around the 200ktpa mark. From there they can ramp up as required as the market grows...I think you’ll find RWD will also be starting around 200ktpa which would put them on an ebit of about $70m or roughly the same as Mitsui’s WA total salt operations...
Once in production there will definitely be collaboration between the Australian companies re output and possibly even consolidation amongst a few imo.
RWD has a new CEO !, page-28
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