From what I understand the original 2008 PFS priced in oil as fuel for the mine but the the BFS will price in the NTL to power some part of the mine (obviously not diesel mining trucks, but conveyers and crushers, etc.).

If you subsribe to increasingly expensive and volatile oil (a la Jeff Rubin) as a major inhibitor to future global growth, then access to the NTL should keep our cost per tonne relatively lower and more stable than output from all-oil powered mines.

In a potential future of expensive energy, inhibited growth and therefore lower demand, this factor might be a hidden ace for CUU?