Borgas seems very secretive about Allana, slightly mentions the project and not even mentions Allana by name in his general presentation its just "the Ethiopian potash project".
Then on the Q&A he can`t dodge anymore when on a direct question about further investment in Ethiopia at about 49:00 min into the session:
We haven`t made any announcment on whether or not we go the next step we are still contemplating that the discussions are ongoing and there is still technical things to be sorted out
Then it get interesting again at 1:00:30-1:01:50 when Borgas is loosening his tongue a bit regarding Allana when talking about the expiring license at the DSW in Israel.
"If it can be excecuted the way we vindicated, this will do two things this will further reduce our cost of goods of the entire portfolio and together with spain we will then have enough capacity to potentially replace the entire volume at the Dead Sea..."
One more thing I did find to be of interest to us on the topic of potash sales in China:
We are not nervous at all about not being able to sell to China or having increased competition there, If there is one thing we`re nervous about it`s not having enough potash available because our production increases are coming a little bit later.
https://repo.icl-group.com/Lists/MediaServer_Documents/20150211-112765-icl.mp3
May be some slight errors in my transcript