Quote Originally Posted by Huang Chung View Post
Although it is hard to get much solid information, it seems Egypt has a phosphate industry that must now be under some sort of cloud, given the upheaval going on over there. I would seem logical that most Moroccan phosphate exports to Asia would go via the Suez Canal, which means the reliability of supply to Asia (incl Australia and New Zealand) must now also be questioned.

Having an alternate source of supply would undoubtedly seen as a welcome development. Subject to satisfactory economics, the idea of RUM railing phosphate straight to the undercapacity Port of Darwin seems a very attractive solution, with Darwin being perfectly located to serve South East Asian, Australian and New Zealand markets.

Hope ya barracaded up there HC, poor old Queensland really copping it of late

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