Loki,
The risk insurers only get paid if we get a Thai payout in lieue of TAFTA, so this liability only crystallizes if we get a fat payout.
KCN are going to take benefits in kind that can't be grabbed by the insurer, or accept a meaty payout that is trimmed by the insurers. Or they keep kicking the TAFTA rulling down the road as insurance (again).
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