Its a little confusing given the continued price strength. No change to US and Australian price forecast, still expected to stay strong in to 2022.
I suppose either the half year results are expected to contain some nasty surprise not covered in the quarterly, a big holder is reducing exposure, or some other calamity has hit production that has not filtered through the news yet (who could forget the 3 week breakdown on the bucket wheel reclaimer ?)
Edit:format
$1 party, page-28
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