RE: competitors defer expansion Waterbug- I am inclined to agree with your point here.
if I post what I perceive to be negatives, I should at least agree with what I see as positives.
if an offtake was agreed, or was felt by competitors to be close, it surely would factor in to any decisions regarding increased production capacity.
especally so, any agreements that were outside of Canpotex.
this is all speculation, but its a logical train of thought.
i am still in the negative camp, but if they sign an offtake agreement, I will have to re-evaluate my stance somewhat.
especially if bhp follows suit and cancels or delays jansen further.