Well it's worth noting that Ken himself has admitted that PLS are behind than AJM in their construction and there is no evidence that TAW will hit their targeted production date either given they still have work to do on their plant existing or not. As such not sure how much relevance any of this discussion has.
It's really not that consequential it just shows the likelihood of all new entrants being behind schedule. The main impact I see if these 3 don't hit their target dates is that the spod market tightens up even more and we see higher prices again in H1 next year.
AJM Price at posting:
28.5¢ Sentiment: Hold Disclosure: Held
PLS Price at posting:
84.5¢ Sentiment: Hold Disclosure: Held
