Summary of Sep quarter so far.
Production staggered during the 2025 FY with the construction and integration of P1000.
Sep 25 quarter looks to produce around half of the Dec 24 and March 25 quarters, with the June 25 quarter being higher again.
Not sure how much this lower Sep production will hinder late Sep and Dec quarter shipments, but there will most likely be a reduction as I don't think there would be a hell of a lot of stock on hand at 30 June - maybe 30k tonnes but will be confirmed in EOY reports.
Sep2024 Quarter 1 2 Date Left Ship Capacity WMT DMT (est) Running 3 12/07/2024 TAO TREASURE 25,035 17,163 15,790 15,790 4 20/07/2024 NORSE NEW HAVEN 42,469 40,000 36,800 52,590 5 14/08/2024 PAN FORTUNE 37,657 6 IN PORT 14/8/24 ATLANTIC GLORY 33,472 7 EXP 25/8/24 FUGA 38,036 8 EXP 3/9/24 BRONZE LADY 24,937
Summary of Sep quarter so far.Production staggered during the...
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