Ann: Half Yearly Accounts 31 Dec 2021, page-2

Its interesting thtat they included the (old?) table of potential offtakers with no comment as though they were still potential customers so maybe they are still on the hook?

Half are from the Middle East, wanting to import the ore and use their cheap gas to value add by producing pellets. Is Gunvor, a Dutch company, new though?

I bet the Japanese and South Koreans are eyeing upping their tonnages after the Russian pellets are off the table. Possibly they may now prefer to pelletise here in Australia using our cheap green energy and where better than the iron triangle as their energy costs are through the roof. If the table is indeed a reflection of the current expressions of interest, that leaves 8 MT uncommitted, but moving that should be easy. Pure speculation on my part but I suspect a 10-12 MT Port Pirie pelletising plant may be in the offing.