IOC from the boards

Interesting!

  1. FLNG full steam ahead (note Aldorfs little resume as well)
  2. LNG demand much stronger than thought
  3. Trimble from MKM partners argues the project is on track
  4. Trimble, but in more detail
  5. Chevron looking?
  6. Sr Michael Somare ‘incapable’, so it looks like O’Neill is staying as PM
  7. Someone is very bullish
  8. Tokyo Gas looking to participate in more Asian LNG projects
  9. China’s LNG use up 20% this year and it keeps on rising
  10. New EU disclosure rules might foil Shell
  11. Valuation
  12. Timelines, supposedly

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