I thought that may have happened (no ore in the sheds) when they had the run of 4 ships in 4 days after the last big weather event, but i don't belierve it did - got close (correct me if i am wrong)
Assuming the shed had 225k after the last long weather event. Starting (Great Rich) on 29/9/13 after a delay 1 ship in 13 days 4 ships in 4 days supply Shed -240k +112 = 127k 1 day supply no ship +28 = 155k 3 ships 3 days 3 days supply -180 +84 = 59k No ships ( I believe that is because of swell, no ships in port) 3 days supply (including today) +84 Shed = 143k
Undoubtedly there will be times when the shed can't cope, I dont think it will effect their ability to get 10mt out.
GBG Price at posting:
12.5¢ Sentiment: None Disclosure: Held