The supply chain is obviously critical. There are trains wagons and trucks banked up at port kembla and newcastle ...i work both ports. Also the port kembla terminal has reduced capacity due to converting silos to accept cement. the ongoing works have caused significant disruption to the loading process, and ships now taking 2x or 3x the time to load as previous.
There is also significant disruption at Newcastle, with two of the (original 4 shiploaders gone)
The cargo will move, but the port efficiency is now 50% what it was ten years ago.
Obviously this will have a knock on effect.
GNC Price at posting:
$4.67 Sentiment: Buy Disclosure: Held
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