""(Will we want to hold an Arrow sans FL, with Shell refraining from doing a Curtis Island supply deal with us.)""
EL,
With all due respect, we don't need Shell to buy our gas. Shell NEEDS US TO SELL GAS TO THEM...
Because, if they don't they aren't going to get any in such large quantities that they require to feed their LNG trains.
The likes of BG, STO and other majors who are going to build more LNG trains in Curtis Island, would love to have a guaranteed supply of CSG from us, let me assure you.
That, to me, would be the least of my worries.
Good luck,
Buddy
AOE Price at posting:
$5.10 Sentiment: Hold Disclosure: Held
