Turquoise Hill's (TRQ) report this week outlined a smaller than expected plan for the Oyu Tolgoi mine, keeping the rate for phase two expansion at 100K metric tons/day of ore with no immediate plans to hike capacity to 160K metric tons. Peter Koven says the question is whether expansion is really on hold, or if it's Rio Tinto's (RIO) way of playing politics and sending a message to the Mongolian government.
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