07-17-2013, 05:03 AM
This report and the imbedded link to their June 2013 report which caused some angst seem to be where Resourcearb derived his info as far as EA being slated for Train 4 at PNG LNG rather than Train 3. I agree with others in not being sold that EA would be slated for Train 4 and that any agreements with XOM are "months" away as well as FID. Citi is making some interesting assumptions which lead one to ask the question you have Gator.