iron, scrap, wheat, coking? coal and concrete are some of the things we've seen come and go- Cemex has its own terminal of course
including 135k tons fert and 65k tons sinter fines separated by the trommel and what should be at least 200k tons reg inventory (and could be double that) and production since May there is already enough total inventory for at least 6- 7 Panamax
negotiations have been tough from what bingo has posted and finding the right distributor/processor for the fert is probably an interesting story and ship logistics have been difficult- 1 of the reasons vertically integrated companies do some of these things in house- Navial has a ship division but i dont know the inventory of such
if they get a big contract w Bao Steel or for fertilizer they could pump out several ships if they can line up the ships-the hardest part for stockholders is not knowing? -which is why i spend so much time detailing real world problems/situations they are likely dealing with,which shorters sometimes actually cause and always blame on the companies
they did ship 68069 tons in May- our 1st Panamax -
including 135k tons fert and 65k tons sinter fines separated by the trommel and what should be at least 200k tons reg inventory (and could be double that) and production since May there is already enough total inventory for at least 6- 7 Panamax
negotiations have been tough from what bingo has posted and finding the right distributor/processor for the fert is probably an interesting story and ship logistics have been difficult- 1 of the reasons vertically integrated companies do some of these things in house- Navial has a ship division but i dont know the inventory of such
if they get a big contract w Bao Steel or for fertilizer they could pump out several ships if they can line up the ships-the hardest part for stockholders is not knowing? -which is why i spend so much time detailing real world problems/situations they are likely dealing with,which shorters sometimes actually cause and always blame on the companies
they did ship 68069 tons in May- our 1st Panamax -