I don’t know how many ships but I am pretty sure TIBERBORG is carrying a load of NAL spod. It departed the Port of Quebec on 05Mar and arrives Nantong, China on 24April.
I would think that a minimum of a shipload per month will be despatched to China until such time as alternate refineries start operating.
Since it sailed it’s arrival time has been brought forward which probably means it will now be going via the Panama Canal and not via the Cape.
With a bit of luck, a shipload or two may go via the North West Passage during the Northern Hemisphere summer.
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