No ESG or GHG is not measured to Port Hedland, it’s measured to final destination zone.
Processors care a lot about consistency of product, flip flopping between suppliers is a recipe for migraines and higher costs. as has been commentated there’s be little margin downstream for processors. spot pricing as supply, is technically not feasible as it is inreliable supply. And as Ken said in hos sermon, “challenging thought” on competitors riding the donkey too.
https://hotcopper.com.au/data/attachments/3646/3646400-84cc3be5f45573ea2d51378973a044af.jpg
ABOVE: 5.5 - NO Matches in Yibin offtake
http://www.pilbaraminerals.com.au/site/PDF/fbd96608-884f-4d69-b91d-6db766de2a7d/NewOfftakeAgreement
BELOW: 1.8 NO MATCHES in Yibin Offtake https://hotcopper.com.au/data/attachments/3646/3646405-2384d0521948c72ec7cde7ece0d947d1.jpg
Yibin Tianyi and major shareholder who signed this regulatory filing is more transparent than PLS it appears detailing project content PLS has not published on offtake terms:https://hotcopper.com.au/data/attachments/3646/3646414-d9461f235006d5699c70f518c34437f3.jpg
Expansion Scenarios, page-175
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