I'm not sure if you're implying the deal has been upgraded, but if so - that's incorrect. Read the announcements again.
As another poster notes in this thread, the 2nd August announcement was 6,000 to 17,000 mts per year for five years. That's 30,000 to 85,000 mts for the five year period.
This offtake is for 26,000 to 32,000 mts across a six year period.
If anything, it's quite a downgrade on the initial term sheet.
I'm not sure if you're implying the deal has been upgraded, but...
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