Seriously, we knew the shipping was up there, but how we thought the plant could produce at well above nameplate is a rookie error, myself included.
Pricing, now we know our off take customers are really hurting as they are baulking at having to play much higher with their own downstream contracts hamstringing them. Unfortunately the contracts were signed years ago and negotiation is part of the outcome so we will have to suck it up in the 4k's for another quarter it appears. Still, cannot complain about much overall.
They are on notice, future supply contracts not a given.
Seriously, we knew the shipping was up there, but how we thought...
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