Of course the iron ore producers who want access to the QNS&L will contribute capex! That's a given. The same thing happened for Consolidated Thompson and LIM. Consolidated made a $51.5 million advance payment and LIM made a $25 million advance payment.
Those payments secured 8 MTA for Bloom Lake and 4 MTA for LIM of rail access. I don't think capacity beyond those numbers has been paid for. If you have evidence to the contrary let me know.
It's a fact that Cliffs has stopped the Stage 2 expansion project at Bloom Lake. And that IOC has sent 2 contractor companies home on their expansion project. The capacity that ADV is negotiating tariff rates for right now is available. The QNS&L will give them a fair tariff rate or there will be a legal arbitration process to determine a fair rate (which NML went through successfully for their rail deal).
Once the Hebei deal closes then ADV will have the $50 million to $75 million to make an advance payment to the QNS&L.