Friend or enemy?

[ArtM72]

Just to be clear, I'm exceedingly confident that the gas from Elk/Antelope will be used to supply PNG LNG train 3 for the reasons discussed in the following article, http://seekingalpha.com/article/1385261-the-p-nyang-paradox-and-why-exxon-needs-interoil-s-gas.  I anticipate we will have complete clarity on this issue very shortly.

Carb -

In your SA article you make this statement: "Assuming 2.5 Tcf of gas is ultimately discovered in the P'nyang field, it would only supply an additional PNG LNG train for 12 years."  I've always wondered if rapid takeoff either jeapordizes the total recoverable gas, the total recoverable condensate, neither or both?  Or does it depend upon too many local variables to make any such statement?  TIA