The greater question surely is...can apple afford to delay AppleIntelligence into Chinese markets. With share shrinking and lagging deployment, what can apple do to maintain (perceived) position.
I would have thought the declaration of FM by AA would have created a lever to renegotiate structure. These Australian mines are the majority of volume and have been plagued with management issues... https://www.spglobal.com/commodity-insights/en/news-research/latest-news/coal/070524-anglo-american-declares-force-majeure-on-q4-delivery-coking-coal-after-mine-suspension