PLease see preso dated 6 March. Underwood has worked out exactly what makes sense. He hasn't invested in Aussie, he hasn't invested in the USA. He has invested in the the biggest gas growth country in the world. CHINA.
And it is all set to go. He has thought this through. The gas levels are very high. It just has to flow. Not long to go. Nearby infrastructure and a thirsty market at good prices.