RE: MSC Trial2 Feb 2025 15:20
There`s no question that this is a big deal and somewhat lost in all the other stuff that`s ongoing, but where would MSC get the MSAR from "this summer"?
Even if contracts are signed quickly for MSAR supply to MSC, ie Q2 this year, it will still take a further 6 - 9 months to sort out permitting and engineering works to instal the MMU, even if it is a return to Cepsa San Roque. It absolutely is not a case of plug back in and start up. That means a best case scenario of year end or much more likely Q1 26.
There might be, as Jason said, a quick route to contracts relatively speaking, but there isn`t a quicker route to MSAR supply, it takes a fixed time to get supply in place.