I don't want to steal Cotton's "thunder", but my "spies" at the port just called to report that the first loads of Iron Ore from the Guadalupe Mine have begun arriving.
The trucks are from a big First Class outfit based in Tijuana named "Correcaminos" (Roadrunner Trucking) and the drivers say they have begun with 15 rigs around the clock.
They are delivering the ore to a stockpile area inside Ensenada International Terminal (EIT) which is the biggest terminal in Ensenada, and run by Hutchison Whampoa (both the largest terminal operators in Mexico AND Worldwide). So I guess Cotton has decided to forego the lightering with barges and just load directly onto bulkers using dump boxes (i.e, 20' open top shipping containers with opening dump bottoms) handled by the container cranes, which is quite fast and still commonly done in many places globally.
I'll try to get some pics tomorrow. He'll still need to stockpile at the port for a few weeks before shipping, especially if he chooses to ship via Panamax vs. Handymax. Hell, they can recieve a Capesize at EIT !!!
Congrats to all. You deserve it after putting up with so much BS and mis-information for so long.
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