nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqf6a33pfyp67y8llhunlhrf855xm47n3fdqymvxfj7yx78c6vqf4sy8ssyg (nprofile…ssyg) I think it's notable at least that they're not paying full freight for their infrastructure.
They've got subsidized water and power distorting their costs such that their pricing now can be safely considered a loss leader situation rather than being genuinely low cost.