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2 deals coming/from IV /plain logic right?
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It might be the deal is the first 4 TCF goes to Gulf LNG and the second 4 TCF goes to either Gulf LNG or PNG LNG. If that is the case there must be strong interest in getting E/A quickly delineated for anyone that doubts PRL 15 holds at least 8, or better, 12. A tie to the new heli-rig contract? Maybe.

In any event, at this point I'd be stunned if there wasn't an absolute commitment to build Gulf LNG. Also, given the proximity of Ttops the initial design for GLNG will be for 8+ MTPA.
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RE: 2 deals coming/from IV /plain logic right? - by ArtM72 - 11-02-2013, 12:36 AM

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