one thing for sure is that while it remains at this price the better chance we have of securing an offtake agreement that will still be favorable to us after we discount the RP price for the buyers.
My take on this is we will see 1mtpa go to Darwin, possibly some to IPL and themn some to Townsville for NZ. The 1mt to Darwin is due to what the current port infrastructure can handle until it has been upgraded.
Anyway massive profits ahead even at US $200/t
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