I'm just holding Aud USD constant, in practice aud will probably fall considerably, but its very hard to represent, and easily show in a matrix form, so i'm relaxed i'm being very conservative, eg iron ore US 70, Aud USD 65, when in practice probably 60 or less.
They benefit from lower Aud, everything else held constant, as costs are lower, but i know most people here think not, because the US debt is nominally higher in AUD.
Also, just a quick transhipper interim update, Airly and Rosily both loaded and headed off since Stonedfish moring update, giving 4 for today already, Peak coming in to load which if she takes off today gives 5 .... and counting.
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