Хятадаас нийлүүлж буй эхний ээлжийн 1000 тонн онгоцны түлш ням гарагт Замын-Үүд боомтод тээвэрлэгдэн ирлээ. Цаашид илүү их түлш ирэх бөгөөд энэ нь Монгол Улсын түлшний хангамжийг тогтворжуулахад тус болох юм.⛽
First batch of 1,000 tons of jet fuel from #China arrived in Zamyn-Uud on Sunday, and more will be coming, helping to stabilize #Mongolia's fuel supply.⛽
NEW DEAL OYU TOLGOI....IS THIS A WIN — OR JUST ANOTHER RETREAT?
The headlines focus on management fees.
But the real questions are much bigger:
• Does Mongolia actually improve long-term cashflow?
• Will dividends arrive meaningfully sooner?
• Has debt pressure genuinely changed?
• Are transparency and audit rights materially stronger?
• And most importantly — can the 2028 underground mine plan deliver what is being promised?
The real test was never the press conference.
The real test begins in 2028.