WHC 1.96% $7.82 whitehaven coal limited

Hi @MirCatCurrently WHC does not export thermal to India. I...

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    Hi @MirCat

    Currently WHC does not export thermal to India. I believe they used to, but this fell away post the Russian sanctions as India went after cheaper Russian product. This is from the HY presentation which helpfully shows the split per customer/country:

    https://hotcopper.com.au/data/attachments/6067/6067817-16797d18da5176affe06aaa090049adb.jpg

    However with the metcoal assets coming into the mix, India will jump back up to 16%, due to existing relationships with D/BW. This is from the acquisition presentation:

    https://hotcopper.com.au/data/attachments/6067/6067820-2c58ea5ec4071ff17b43984e6381ed32.jpg

    Any information you need, always check the investor presentations. WHC easily have the best IR team in the sector.

    Hope that helps.
 
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