announcement, page-6

If you add up the existing companies with Port Allocations: Cazaly (5Mtpa), GWR (3Mtpa), Macarthur Minerals (2Mtpa), Cashmere (5Mtpa) from what I can find but could be wrong, there is already more capacity allocated than the proposed initial upgrade. Despite the agreements, i can't see them going ahead in their current form. Apart from these, you also have Mineral Resources and Cliffs who are the larger players in the Yilgarn and also a number of smaller Yilgarn hopefuls, some who already have larger foreign JV partners. Time will tell what happens with Esperance but port space will be a fiercely contested battle but i cant see them allocating almost half the proposed upgrade to one junior company as this would defeat the purpose of having established YIPA in the first place.