Shirara gone on the 2nd Sept - worst loading result this year with the crane issues early on. Both the Wen Yuan Star and Bei Ji Star should get filled and shipped in the Sept quarter and I expect one more Ultra to go out as well. December quarter will be make or break for the 4.5m to 5m production target - they'll need to ship at least 1.7m to get there. Not impossible given there will be some half filled ships from Sept quarter to carry over but everything will need to go smoothly. I don't expect the new transhipping solution to load any tonnes this year.
Shirara gone on the 2nd Sept - worst loading result this year...
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Last
4.4¢ |
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| Last updated 15.59pm 28/05/2024 ? | |||||
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