As someone who works in supply chain the delay is in line with that I am seeing. Nothing to be worried about. It's important everyone understands how backlogged ports are, that the ships are run by a cartel who do what they want (not stopping at scheduled ports etc), that it is near impossible to know when something will leave point A and arrive at point B. 7 months+ is the current expectation of delay.
Ann: Investor Presentation - Brisbane Minerals Metals Conference, page-50
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