Yep, was just using the numbers supplied by CYM Restart study dated 11th March 2022 with the study being +/- 10%.
Using your graphs average AISC went from $2.27(Q1or March 30) to $2.37(Q2) for First Quantum. So on average 10c rise to June 30 and looks like the AISC graph is flattening off so would not expect a huge increase come Sept 30.
Cathie Wood post is relevant here.
Fuel prices have eased since July but diesel has remained high due to European demand. Gas prices in WA stable.
Sulphuric Acid prices have risen, currently 20% higher but are clearly in decline. Might well see this returning to similar levels to Restart Study once finance approved & construction completed. Labour costs up and unlikely to return lower. I don't see C3 costs being a huge difference from the study once in production. If the FED over-reaches then deflation is the word of the day.
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