I think there a few potash investors on HC that are starting to realise that their projects aren't quite as good as the hype.
I'm guessing APC has pretty high mag levels hence the surplus SO4? I haven't checked.
Like the KLL guys trying to tell us that LD has too much NaCl waste.
Ruane has recovery rates approaching 90%. RWD won't be trucking in MOP.
Don't see Compass trucking in MOP do we?
I doubt SDIC are back loading their trains with MOP.
RWD Peer Analysis, page-63
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