I doubt this was a surprise to many. With all of the recent interruptions taking place in South Africa:
http://www.indmin.com/Article/38244...xpect-delays-no-guarantees-on-Q4-volumes.html
http://www.indmin.com/Article/3806930/Rio-Tintos-zircon-customers-fear-break-in-supply.html
http://www.indmin.com/Article/37991...declares-force-majeure-to-TiO2-customers.html
etc.
The deferral means that the mine has slim chance to be up and running by 2020 (as planned).
I personally doubt that Rio is interested in SFX, its more likely that they are interested in Canada.
Rio defers development of Zulti South, page-7
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