...Sustaining Capex, was $4.73 (page 132), also shipping costs have gone up since that report,
Total delivered cost (dmt) USD34.
Sustaining Capex, was $4.73
Shipping increase ~$8
Total about $47 USD
Adjusting for platts 15% discount, break even is about $55 platts 62.
I think shipping will come back down soon, and C1 should drop too at some stage.... so our break even in good times is $45 USD platts 62% with 15% discount.
FMG Cost Structure, page-17
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