At the moment, there are three bulk carriers berthed at the...

At the moment, there are three bulk carriers berthed at the Beaufort facility at the Port of Quebec.

This is where previous shipments of spod from NAL has been despatched.

These are the three ships:

YELLOWBILL

XH HOPE

OCEAN GLSR

Any of these ships could be transporting spod from NAL to China or to some other country that has a lithium refinery.

At this time I am expecting it to be China but there is a slight possibility South Korea Europe or Texas might be on the cards.

OCEAN GLSR has arrived from China, so I am thinking it is the most likely to carry cargo back to there.

None of what I have proposed can be confirmed.

The port and timing suggests that a shipment of spod from P of Q is due.

After the ships depart P of Q, I will have a better idea when they identify which ports they are going to.

One thing we do know, is that this quarter is when they have told us, the bulk of this half year’s product will be shipped.

There were a couple of ships I was watching last month but have not sailed for ports where refining can be done.