I think it will come down to each companies pricing formula with their customers.
GXY has stated continuously they plan to sell at spot market prices this year. Likely disadvantaged them for some time but may be beneficial now.
Spec of product will also differentiate pricing.
The shipment for GXY being loaded at present I think will be at a lower price, shipment was delayed due to vessel not arriving. The price indication would be for any shipments booked in from now on IMO.
Good News & Bad News, page-364
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