should - rio/awc be worried !, page-27

Hi Chok,
This is certainly a route , in fact probably the only route.
SSkim, the railways marked on the Ord glossies in red, dont exist, and wont exist, any time soon.
Hard to see the Thailand route being financially viable.

Truck to the border, thru border, load onto Thai railway, then export from Thailand by ship.
If you take the PNA accounts as a guide, approx 70000 tons of concentrate, racks up 30 million dollars of haulage.

ie 400 to 500 bucks a ton?

I would assume that at 600000 tons[low side of proposed alumina production], some discount, but unlikely to be that much.

Keep in mind what the landed price of alumina is in china, and the above figures dont sit with a viable business.

As far as river navigation goes, Mekong River Commission working on that, but hard to see solutions to the engineering , political and environmental difficulties for a decade or so.
Especially as there is little benefit likely to accrue to Cambodia, for making changes to the river in its north[as opposed to its south, where a lot is happening].

Happy to hear of anything I've got wrong in the above.

cheers