What gives me plenty of comfort as well is not just the fact they hit a monthly record of 18.5mt in March but it was achieved through efficiencies on its rail lines.
it it were done via drawdown of high stock at port, then you could argue the 18.5mt is not sustainable.
its electric excavator as well is apparently moving ore at a greater rate than its predecessor. Its shoring up its whole supply chain.
Iron ore price, page-52031
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