STO 0.29% $6.84 santos limited

Santos seeks $1.5b in damages, page-71

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    Any oil and gas producer lacking enough the product to satisfy contractual obligations will hurt.

    Those with price-resets (eg gas) also feel pain.

    Bulk producers (eg Santos) should retain, perhaps increase, their profit margins with price changes, except where contract volume risk issues arise.


    Am sure shareholders wish to hear any talk of shortage of product is part of periodic contract pricing renegotiation, not actual shortages.


    .
 
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