OPTION 2

UK goods only

CONFIDENTIAL

Subsidy Element

72% interest rate = 37.20% over 12 years and 38.85% over 15 years

10% interest rate = 28.09% over 12 years and 29.34% over 15 years.

Add 4% to all figures for six year drawdown over 8 year construction period

Advantage

the least costly option

Disadvantage

most unlikely to be acceptable to the Chinese when viewed against

the Castle Peak packages and therefore destructive to the credibility

of the negotiated contract approach.

See Recommendation 9.

OPTION 3

UK goods plus locals

Subsidy Element

73% interest rate

--

43.76% over 12 years and 45.71% over 15 years

10% interest rate 32.3 % over 12 years and 33.71% over 15 years.

Add 4% to all figures for six year drawdown over 8 year construction period.

Advantage

an attractive package in terms of the subsidy and near to the terms

agreed for Castle Peak (at 73%)

Disadvantage

capitalisation is not included, and, if we are to make a "best"

offer at the outset Chinese expectations would be dulled - as would

our credibility.

to offer locals cover might set an unwelcome precedent in this market

CONFIDENTIAL

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