05-27-2013, 11:08 PM
Very interesting that O'Neill does not mention Shell. Looks like a proper investment is required to be in this elite club.
Not surprising that O'Neill favors a path for E/A that provides quickest revenues for the PNG Government and its people. Similar theme will likely be in play on future IOC projects.
Which approach provides fastest revenue to the government with IOC's mighty resources? More trains with PNG. Which approach is fastest if IOC excercises its optionality? Hmmm ... time will tell.

