"...less X amount for the constraint applied to operating in...

"...less X amount for the constraint applied to operating in Cuba, less Y applied for the high arsenic content now working against you due to typical markets being closed perhaps, less any transport cost and other penalties applied to shipping concentrate with a level of arsenic in it."

If the DFS is done correctly, shouldn't these things should already be factored into it? Also, certain markets that may be closed to some Western countries may still be open to Cuba.

I'd say its worth waiting to see how the numbers in the DFS pan out before contemplating selling LD, though AAU should have a good idea by now what those numbers will be. Eventually the war in Ukraine will come to an end (or stalemate) and markets will reopen, so taking a longer term view might also be worthwhile.