RE: Anglo bid by BHP - positives for KP2?28 Apr 2024 15:48
IMHO both BHP and Anglo have spent so much on their respective projects that they must be completed so that they can get back some return on them.
With Polyhalite the amount of Potassium is very small (about 15%) that of KCl, and in any case its more of a competitor to SOP than MOP, (infact they market it as Poly Sulphate).
I suspect Anglo may come to regret their investment in Woodside, because it assumes that they can sell about Ten times the amount sold by ICL.