PotashCorp has “successfully completed” the ammonia expansion at Lima, OH.
They “brought production back online” in late October, after a 7-week turnaround that started in August, according to their Q3 2015 earnings call last week.
I’d point out, however, that the expansion’s air permit cites a far larger capacity.
The presentation also reiterated PotashCorp’s previous statements about further nitrogen expansions in the US, saying that they are “reviewing other high-IRR brownfield projects; exploring other low-cost opportunities.”
While nobody’s said anything specific here, I assume we’re talking about the expansion at Geismar, where a potential ~380,000 mtpy of new ammonia capacity has already received air permits, but hasn’t been given the green light by management, yet.
I had understood that PotashCorp’s investment decision for the Geismar project might be made in October, but I’ve heard nothing yet.
I’m very curious to learn what their other “low-cost opportunities” might be …
For full details on PotashCorp’s nitrogen plants, see my Research Notes for Lima, OH, Geismar, LA, and Augusta, GA.