Tony,
I don't know anything about the capex or op-ed parts like some but what I would say is supply and demand.
if they took it all and went as hard as they could it would for 1 be too much supply for what auz 'partner's '( although have yet to be seen) require. It could be sold off to other customers but could upset the so called 'partner's' they already have.
Also I'm not sure if it would be possible with the scale they would be producing but more supply drives the price of the commodity down therefore you would want to find a balance between mining enough but not oversupplying the market.
just my 2 cents
Tony, I don't know anything about the capex or op-ed parts like...
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