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TA KHOA REFINERY FEED SOURCES
BLACKSTONE IS CONFIDENT IT WILL BE ABLE TO FILL THE BASE CASE 400KTPA
TA KHOA REFINERY
Ta Khoa DSS Trafigura
& others
• Ban Phuc ~ 200ktpa Feed: Top up
*As per Oct 2020 Scoping Study
• Ban Khoa
Ta Khoa MSV’s Third Party Feed
Excluded from PFS study, but future
▪ New partnerships / JV’s
update to include: ▪ New sources to market
▪ King Snake Ta Khoa Refinery Feed, ▪ Too low grade for smelters
▪ Ban Chang 400ktpa @ 11.5% Ni ▪ Issues with deleterious
▪ Ta Cuong
elements
▪ + Others as identified
19
