Merry Christmas to all.
I would speculate that Hamburg Way now at PH2 is actually a shared shipment to Ganfeng (AJM+PLS). Both now share the same stage 1 customer, makes perfect sense to share and save costs.
The new Ganfeng offtake agreements calls for a min of 8,800dmt in 2018, not many days left, min 70,000t in 2019, option to purchase any excess production and an option for them to take upto 50% of stage 2.
Hamburg Way has a capacity of 24,872t enough to share at this stage of ramp up for both. It's going to be a bit tricky to work out how much from each without any announcement, but we will know the total from the Pilbara Ports Dec report out in Jan.
All IMO DYOR
Next shipment, page-177
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