Merry Christmas to all.
I would speculate that Hamburg Way now at PH2 is actually a shared shipment to Ganfeng (AJM+PLS). Both now share the same stage 1 customer, makes perfect sense to share and save costs.
The new Ganfeng offtake agreements calls for a min of 8,800dmt in 2018, not many days left, min 70,000t in 2019, option to purchase any excess production and an option for them to take upto 50% of stage 2.
Hamburg Way has a capacity of 24,872t enough to share at this stage of ramp up for both. It's going to be a bit tricky to work out how much from each without any announcement, but we will know the total from the Pilbara Ports Dec report out in Jan.
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