I think they have without locking in dates.
- From early next year, all existing off take supply catchups will be completed and the Ngungaju production of 180-200kt going to BMX
- From early 2024 with 315kt of the 680kt capacity going to the Posco JV, there will probably be 100kt available for BMX after meeting other off take contract commitments (to be confirmed as this is off the top of my head). This may increase if some of the existing off take contracts aren't renewed. I believe in 2024, some expire.
We won't see a statement like, first and third Thursday of each month.
Good News & Bad News, page-17506
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