Depends on whether higher manganese ore costs eat into refining margins, or these remain stable resulting in higher finished product prices.
And of course whether OMH uses Groote Eylandt ore, because if they do and they cannot have access to it for a prolonged time they will need to source it from much further away, and they would need to adjust their process for a different ore - which may render the furnaces less efficient.
Can't look at Tshipi operations in isolation, imho.
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