Check out MGX and MMX quarterly's too for their views on the current situation in Asia.
GBG quarterly made no real comment regarding that- obviously as they are not exporting yet.
GBG seem to be diverging from a number of their plans but in light of the current situation in IO, that is a positive. I also note they seem to be attempting to inform the market a little better in this quarterly.
Gindaldan, confirmation the increase to 12 mtpa is on hold temporarily.
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