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clock Created with Sketch. 03/12/17
19:36
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Originally posted by unrewarded
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"Most people have the sop market growing at 350ktpa" from where was this consensus figure produced ?
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Why would brine sop producers start a price war when there is a floor under the sop price at around AUD $600 - 650 / t ? they're not going to knock out 50% of global supply (Manheim) so why bother...a more likely scenario is that Australian production will be easily absorbed by growing sop demand and companies will ramp up from circa 200ktpa pending demand / offtakes.http://www.asx.com.au/asxpdf/20170807/pdf/43l6dqlm983wm4.pdf pages 10 to 13, 2016 demand now a massive 7Mt and growing at 5% pa...
Last edited by
Panda7 :
03/12/17
