Iron ore price, page-16828

defabs
Sorry for the poor presentation but FMG May have had a massive qtr.
Port Hedland reported following shipped (July, Aug, Sep):
41.9
45.4
41

128.3. - Total exported IO
61 - BHP production (no sales so may be a slight timing discrepancy)
14 - Hancock (assumption 56mtpa run rate)
2 - Atlas (Mt Webber)
4 - mineral resources (did 3.5mt in 4th qtr)
47mt would be a back of an envelope call for FMG

Multiply by 4 and run rate is close to 188mtpa run rate..
Reply
If that is the case then what an improvement on Q1 last year.

					2018/2019
				Total	Q4	Q3	Q2	Q1
West Pilbara Fines 60.1%				9	4.8	3.8	0.4
Kings				14.2	4.1	3.4	3.2	3.5
Fortisque Blends				72.4	17.1	16.1	20	19.2
Fortisque Lump				8.6	3.3	2.2	2.7	0.4
SSF				61.7	16.2	12.6	15.9	17
Manganese Iron Ore				1.8	1.2	0.2	0.3	0.1
				167.7	46.7	38.3	42.5	40.2