Not sure who pickboone is but I have my opinions because of his use of certain words but his comment Gulf project size of 8-12 mtpa fits with Henry Aldorf's estimates from the LNG videos. I bet Tree remembers what Henry stated on the videos and I bet others have heard Henry's latest estimates.Whatever is actually at E/A is not as material as is the monetization of the assets. And who gets the condensates?? All I hear is talk about the NG when the condensates may be more valuable than all the NG. I am sure the analysts post deal will include the condensates in their reports.Even at $90 a barrel retail priced IOC prints money.
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Mkt. Prefers Rumors - Here's Rumors
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