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The interesting part of this is that what the analysts have said is that Santos says they want to wait on FID for expansion and OSH mentions proving up gas somewhere down the road, etc. However, Exxon has clearly stated that they want the 3rd train expansion to happen quickly, and they are the operator charged with keeping things moving. The other thing to remember is that the govt of PNG wants a rapid expansion of PNG LNG. If Exxon has talked to potential customers for offtakes for a 3rd train, they will not wait around for Santos/OSH to prove up supply. OSH just poked out in the Gulf and had high hopes and they came up with sand, water and vapors. Exxon cannot take that chance.
Also the "big project in Gulf" that Dr Mike mentions seems to indicate an LNG plant for Gulf.
Wonder what the "event" was they had on Wednesday night in PM. Maybe they have shag dancing in PNG too.
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We were jitterbuggers as youngsters. Many of our dancers also do the West Coat Swing. It a way to get out of the house with persons your age. We are mostly late 50's to middle 70's and its Spring Break for adults for us.. Mostly retired who havn't forgotten how to have fun.. Baby Boomers. Its a life style thing. I suppose it works till it doesn't work then you go to the Hall Of Fame .. Ho Ho.
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Nice visual Smelt. I believe there's a lot more than just one cruise in your future.
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All of our boats are gonna overflow in the next few years