Thanks Stonedfish; Latest total figures below.That is another...

Thanks Stonedfish; Latest total figures below.
That is another good update, 6 unloads today.

Averaging 32.3 m tonnes now for June over 12 days.

I'm calling this now, as i think i have enough data.

I have noticed an upsurge in shipping volumes from about June 6 onwards, where on a day they did 5, the next day they were not falling back to 3 (it wasn't a timing issue); eg 4 was the minimums rather than the maximums.

I've done some analysis, and since June 6 the shipping rate is 34.4 m tonnes per annum over the last 6 days.

There is a small chance they are running down port stock, as they would have had about 220 k going into June 1, which may partially explain the higher rate.

But my feel is that isn't the case, as the rate picked up significantly from June 6, not June 1. From June 1 to June 5 the rate was 29 m t pa.

So my educated guess is the road haulage is now running at about 32 m t p a, and possibly higher.

	MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)						32.5
	Date since	Total days	Rate shipped per day tonnes	Total transhipper unloads	Total shipped (tonnes million)	Rate per year(million tonnes)	Free cash flowFY 26 Onslow(FOB AUD 58), $ m
	05-May-25	39	71795	140	2.8	26.2	$851
	11-May-25	33	74545	123	2.46	27.2	$884
	20-May-25	24	75000	90	1.8	27.4	$889
	01-Jun-25	12	88333	53	1.06	32.3	$1,047
	Unloads by Transhipper since 5 May 2025						Iron Ore price US$
	Airlie	Coolibah	Montebello	Rosily	Peak		$95.15
	33	33	34	37	2.5