I would be very surprised if the gas transport contracts with DNGBP and MWPL, along with the gas supply deal are not take or pay deals, they normally are.
Not sure about their soda ash supply if its a take or pay and that is the other big dollar cost. As they are not running they don't need soda ash or any other reagents.
Yep agree with you on the creditors list, and i suspect a whole lot of them will have stopped supply. But i doubt any of the unsecured guys will take any action as they know that the note holders who are secured will get first return.
ATI Price at posting:
17.5¢ Sentiment: None Disclosure: Not Held