Ann: Erdenet to Ovoot Rail Update, page-23

the FS was on 16mtpa rail volume assumption delivering $us3.6bn in fees over 30 years

so 30mtpa indicates +$us7bn in rail fees over the 30 years

but it seems unlikely to me that adding 14mtpa - largely through added passing loops - wont cost much extra.

I think at a minimum cost will go from 9b rmb to 11brmb

the demand for land and permitting for all those extra passing loops  is almost certainly part of the reason for seeking the deferred finalisation deadline

so - short term delay - big long term benefit.  would be smart of the company to put out some data on what is driving the govt to demand the 30mpta and what assurances that brings for the rail consortium.

cant do this kind of shiz on a wing and a prayer.

if that demand is proven - the railway has enough demand to work with or without AKM's coal projects.