Good perspective. A few questions come up though:
When the private capacity is in multiples of PSU capacity, why do you suspect private players will not invest, esp when they can invest outside of the country, why not in the country?
Market projection 300 mt vs demand predicted by the market. Why do you think existing players will not invest when they see the opportunity?
Won’t the private players become even more defensive when the competitor is the government?
Is the Capex connected with policy uncertainties or technology uncertainties?
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