07-23-2013, 11:08 PM
Hession has a stallion and knows exactly what LNG participation means for IOC long term. Best guess 20% LNG participation on the IOC supplied trains. IOC's long suit is the amount of NG they own and the amount of condensates that can be used as in kind payments for LNG participation. OSH can't find more NG so far anyway.To expand Exxon needs IOC and its assets.

