Daily price prediction thread, page-7201

Megamao, in the short term you might be correct as VRX will likely have to share the port infrastructure with the I/O boys just as the previous sand exporter at Geraldton did. However, if you have 5tn of iron ore on the belts, in a 50,000tn shipment it’s 0.01%.

The bigger risk is zircon because it has a much higher melting point, so won’t dissolve during the glass making process. Zircon is also a silicate so very difficult for a glassmaker to remove. At Bunbury port, they won’t silica sand and zircon over the same ship loader for this reason.

Longer term it sounds like sand will have its own berth so risk will be much lower.