I suspect Bullseye will have to be renegotiated. Previously it was done on a lease basis, which was fine since EAR was not yet really in the picture, and MKOs resources were relatively small, so one big producer using the plant.
However with EAR being more certain and not far away, two substantial producers complicates matters where a lease arrangement is involved.
So I expect it will be renegotiated to a standard toll treating arrangement, ie the plant owner bears the processing costs but incorporates this into their TT price.
Cdchi1
MKO Price at posting:
9.4¢ Sentiment: Buy Disclosure: Held