Mannheim is the reason for the SOP premium but one wants to invest in a SOP producer that isn't Mannheim or Mannheim-lite to maximize margins.
It is one thing producing SO4 byproducts or Mg-K-SO4 but don't try and tell me it is clever to truck in MOP to use up the surplus SO4 because the SOP produced from using the MOP is going to have Mannheim like margins.
A bit of a sows ear if you ask me.
APC Price at posting:
12.5¢ Sentiment: None Disclosure: Not Held