About 25% of YAL's production is NEWC. 50% is API5/5.5KCal. The remaining 25% is between API5 and NEWC.
If YAL was to get back to 40 Mt/year. Around 6Mt would be Met which means YAL's minimum NEWC production should be around 8.5Mt.
I think that's only 1/2 of WHC NEWC production but could be wrong? The wash harder strategy on the remaining 8.5Mt that sits between API5 and NEWC probably gets them a bit higher than the 8.5Mt of NEWC.
China buying YAL coal?, page-33
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