How is an "established player with deep pockets steps in with a sweeter deal" when all major producers, large enough to supply India with 2M+ tonnes per year, are part of Canpotax or Belaruskali when they set the price in the first place?

 

If India agreed to a 10% discount to market, they would just find prices set at 10% higher to begin with and they haven't gotten anywhere...

 

India (and China and Brazil and others) are looking for an independent and self sourced supply. Bring on the PFS, the updated Resource Estimate and an offtake.....