Zancs, one more thought to the mix there, not all the customers...

Zancs, one more thought to the mix there, not all the customers lended money, so each of those deals are made on it's own merits with their own caveats.

If there are minimum order volumes on it I'd prefer a deal with Japanese companies any day over Chinese companies, because the Japanese will honour commitments as reasonable whereas Chinese simply won't take the order (saw it happen to iron ore during the GFC). No idea about Korean firms in this regard, but do suspect they'd be more inclined to honour contractual obligations than the Chinese - speaking generally ofcourse.