Indeed, Am watching for the reactivation of the GPS on the BUNUN POWER once its underway again.
Hasn,t been on since its arrival at the Isabel port in the Philippines some 8 days ago when anchoring and then berthing...Philippines area not serviced that well or the Captain has just turned it off........
We know that the BUNUN POWER nipped in to berth first to PH2 to load up both the 19166 wmt Spodumene and NCM Copper for Monson Agency. The Agency has form over the years when it comes to co sharing the products & the two Companies.
We know the final destination is South Korea.....Another destination may well be China on the way.
No other producer based from Port Hedland has any off-taker product exporting to South Korea currently using Monson Agency other than PLS to our JV partner POSCO... We will know when the destination Port in SK is announced as the usual Gwangyang .
The only other producer currently exporting from PH has no real capacity spare other than them exporting the left over Wodgina stockpiles to China from their ramp up 3 years ago since coming out of C & M (About 23 K left over from stockpiles went on the next Carrier to arrive, Clipper Tarpon.
That ship was flagged as MIN product who use exclusively the SAS shipping Agency to arrange.
Will certainly be watching what else they export in the future other than the usual iron ores on those larger 250 m long vessels
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