Uh-Oh spaghettios- OSH missed exploration deadline

[Palm]

Ahhh so treeskidaddy. Sure makes for some good noodling. The Korean engineering firm per the presser was going to just build the LNG plant, so JKM still without a seasoned operator. Phil's amusement park experience doesn't count. If that becomes a sticking point, what a great opportunity for XOM to ride in. If T2 pans out and is "just" 2x EA, great opportunities open up. XOM could get what they need for at least the rest of train 3, and probably a good jump on 4 while IOC has what it needs. XOM gets us the push we need, and the financing is piece of cake with the JKM strength. Hillary will be happy as a cannibal at a missionary-bakeoff (was going to say "clam", but know where that would go) that Exxon gets a big deal, and that our SK and Japan friends get LNG and not the evil empire.

Liking this possibility more as we go, but probably has a snowball's chance.