more news in the paper, page-31

Plough,

I think that majority of domestic sales were being made to BSL, when there were two blast furnaces in operation in Port Kembla/Wollongong.

23 August 2011 ASX announcement was that 800kt  annual production earmarked for BSL was at risk, as one of these blast furnances was to shut in H1 CY 11 - i.e ~35%.

http://www.asx.com.au/asxpdf/20110824/pdf/420lk5vh9j8ncb.pdf

GRR Financial statements - segment details

Australia
  FY  11 FY12 FY13 FY14
  $151.1m $73.1m    $6.7m $22m

I suspect that the modest uplift in FY14 maybe only be a result of the published issues that BSL have been having with their (remaining) blast furnace, meaning that the GRR premium product is "nicer" on the operations  (and is therefore only temporary sales) during the rectification process.

Good news is that the Geographic spread of FY11 with the balance being China is now changed with the addition of Japan/Korea/Malaysia/India sales.

I don't think that ARI would be using GRR pellets.  Lets hope that BSL continues procuring GRR product (at a premium).