TinnyVale, you mention that we are 5 boats down at this point. I have a model targetting 7MT for the FY. It has a production building until Aug, and a reduction in Dec. Relative to that profile, I estimate that we were short about 80kT in May due to the wobbler late commissioning and short 180kT in June due to what looks like equipment failure at the start of the month. So, about 260kT, which is I suppose 1.5 in boat terms short to date.
To have a good out turn for the year, I agree that they do need some fortune and they haven't had that over their operation lifetime. Interestingly poised and needs very careful management attention.
2024 Production Progress, page-324
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