Shipping costs are certainly up and will be impactful to all miners out of WA, I think everyone is well aware.
But your mixing your numbers. If you want to compare JMS 2Q vs the prior year then the CIF price is 5c lower. Costs in USD are 14c higher per dmtu (6.2%). Sales were down 10%. So yes, shipping will be eating into the NPAT for them, but the three other factors above all play a part.
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