yeah but SYA would need to add floatation to process Moblan ore at Renard. It would require more extensive upgrades and presumably an expansion of the building / or an entirely new building. WR1's upgade is so much simpler.
SYA are in the same boat as PMET and LTM with Moblan, ie they are relying on a connection to grid (hydro) power: "A connection to the existing 161kV electrical line will be made 42 km from the Moblan site." (Feb 2024 DFS)
It appears these connections won't be possible any time soon. SYA would therefore also need to build their own power generation, and redo their feasibility study. Moblan AISC looked great at 550 usd/t SC6 but will presumably be slightly higher, and capital intensity even lower, once they find a solution to the power problem.
All just imo. I'm trying to learn more about this electricity bottleneck, and will report back.
WR1 General Discussion, page-32503
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