updated jorc, page-41

My understanding is there's groundwater - I think the giant OT
mine nearby is spending something like $80 mill for 50 wells.

I assume HUN will only need to spend a fraction of that for their water needs... looking at the scale differences.

the Gobi Desert does get a fair bit of precipitation for a desert.
.. it's semi arid and in the rain shadow of the Himalayas
which supply the Monsoonal rains as you know.
A fair bit gets past the rain shadow and has percolated underground and will continue to do so.

I'm taking all the risks into account before I look at the positives, and the potential here as with all my other shares.