Are there any clues from Oneill?

[Thylacine-2]

Art, good points, but my contention is that politicians want fast results because it is in their best interests. while I firmly believe O'Neill has pngs best interests at heart, as I have gone through many many of his interviews, I also believe he wants fast results for the economy for both reasons. Gas going to the xom plant is fastest. That is the root if my thread as it relates to O'Neill.

Thanks for all the work jdeo. I'm not sure there is a clearcut advantage for PNG one way or another though:

• Yes, third train PNG LNG offers a faster route
• But it also makes Exxon very dominant, there were worries already when IOC was in exclusivity negotiations (Duma!)
• Gulf is counting on serious development
• Second LNG will offer more jobs

If IOC proves up what we are all hopeful they prove up, there will be plenty of gas for both.  That point has been made time and again here and I concur.   The second LNG would certainly offer more jobs, I just wonder if Oneill's immediate concern is showing his constituents the balance sheet in the near term with our gas going to XOM.  That would be considered a win for him politically, then he can tackle the second LNG project for employment et al down the road.  Just my theory of where his plans may lie.  I just keep coming to the conclusion that he likes an IOC Exxon hookup for the existing project.  My hope is if that IS the case, he can be influental in helping IOC get it's desired equity stake for it's role and contirbution.

Good point Jdeo about employment down the road on a second project.  More trains at the Exxon project would provide jobs now.  But, like Admin said, it is important that Exxon not become too dominant.  Over the long haul PNG's interests will be best served by having multiple projects controlled by different companies.  Surely Oneill, skilled politician that he is, realizes that.