McWhirter's opinion - 1 to 2 torches for client A?Look - this is rediculous and we all know it. Large industrial processors don't just replace a couple of items on assemblies - especially if the goal is to ultimately reduce a carbon footprint.
LKAB and other peletizers are planning for a complete replacement from carbon burners it's way more costly to drag this change out over a longer period of time as shutdowns etc all cost money.
McWhirter's comments make more sense for cement processing but not for the iron pelletization industry..
Added more on the dip - thanks BNN :)