And they are just figuring that out now??? 10% is brutal!
No doubt they will look at another run at POT IMO.... The Jansen mine at this time and at the current price levels will not warrant a new mine of that capacity....
If they do proceed I can imagine the Russians will crank out some sub $300/ton potash pricing to advertise that 10% even further IMO.
Allana like I said is sitting in a really good spot... Growing African market ultra low opex.