Fortescue and CMRG: the shipments–sales gap
A 3.9 million tonne difference links commercial negotiations with a state-owned purchasing group to inventory and possible production exposure.
Cases
Follow the event.
Examine the mechanism.
Each case starts with a dated event, separates observed facts from interpretation, and links to the corresponding analysis in Atlas. Read the original sources and the questions still open before drawing a conclusion.
Published cases
02KKR and FiberCop: what a clearance relied on
The connection runs from a decision to the information behind it, then to a later challenge. The public record preserves several distinct questions.