Pola Devora due to depart approx 8:15pm tonight, 12hrs left to empty that QUBE strorage shed and get that last grain of white gold on board. Maybe a few truck loads direct mine/s to port as well. Easiest way to know size of load will be those max load watermarks on way out, at 24,125t capacity could be interesting.
The big announcements could be any day now too; Stage 2 FID, Commisioning update, Higher offtake commitments and a stage 2 size update, Ganfeng HK IPO this week and where are they going to spend all their money (stage2+), POSCO JV update, Volumes of Tantalum and Li Spod produced so far, more Automotive companies realising they need to lock in supply and processing quickly (see Great Wall, Tesla, BMW news). Shipping schedule update, All IMO, DYOR and enjoy the public holiday, their could be some interesting announcments coming out today/tomorrow.
Pola Devora due to depart approx 8:15pm tonight, 12hrs left to...
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