The company has indicated plans to add a 500kA line with 380kt/a capacity. Capex has been indicated at RMB3.7bn (US$585M). We expect that the NLM line will eventually be closed. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed asset note giving you a holistic view of the asset, including an operational overview through to a timeline of events from inception to now. This qualitative analysis is supplemented by the associated Excel download which enables interrogation of a whole series of cost and production metrics over the life of the asset.