CALLICL.TA22 days ago4.5Kviews

ICL Group: an energy input change that the model has not caught

A change in the energy input mix moved this producer down the global cost curve. Cost curve position, not price, determines who survives the trough.

Ruth Bergman@ruth_bergman

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.