Mitsui

[wapitidropiti]

"Mitsui = CSP funding vehicle option, allowing IOC CSP ownership. Likely Mitsui would only be in this role if JKM were SD partner or EWC scheme is chosen. Does anyone think a CVX or TOT or RDS would plow billions into an LNG plant dependent solely on a CSP owned/operated by IOC? Think not. That SM would own stake/operate the CSP as well as upstream and LNG plant. Mitsui in or out deserves as much anguish as if RDS, TOT, CVX, PTT, XOM or JKM is in or out. A SD partner(s) will be selected and others will be left out."

Well said. I agree. I also agree. It's a discriminatory process. Somebody wins and the rest lose. Three years is too long