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@nightflyer @DrManhattan lads have either of you tracked the offloading ports for the mentioned shipments to date. A little too late now but it would be interesting to see exactly where they went. Its hard to say that we haven't had offtake issues, it could very well be that some of the sales were on spot, destination ports might have the answer. Ajm can't afford to have product sitting around at the moment, it has to keep it moving. The pricing differential per t between pls and ajm in the previous quarterly looked to be more than just a grade adjustment or a different pricing formula.
Just a thought.