What more do they need?, page-92

Silvgo, Goldie, or others?

So POS is still not presenting a big move in the right direction for a more positive DFS yet, it would seem. Hopefully not far off, on that.

Apart from other issues they're considering ,I wonder what percentage the energy costs were contributing to last years numbers when ' drafting' the DFS?

Diesel prices at the PFS stage were quite good, then it increased substantially. Now it's starting to drop again.

Is this a material cost for IVR?
ie at PFS stage Diesel looked to be sub 140,, then at DFS stage looked to be 30-40% higher @ over 180 to 200.

Now down to 162.. ?

Perhaps a further drop in Diesel might be just as good as an increase in POS?

How relevant ? Would it have played havoc with their spreadsheets at the time?
Although , if that's the nature of the beast, there should be a larger margin of error for those increases, and volatility obviously.


(From the Aus Inst of Petroleum)


More recent times.







Earlier period nearer PFS..