Have come across a seriously good article (emailed to me) by Ivor Rees that will be out in the Eureka Report today (may be already) on how there is no gas glut in Asia and in fact there will be a shortage of supply of LNG in Asia and that regarding AOE the first bid is always a low bid and it will not be the last.
Can't post it due to copyright .. but keep an eye out for it those that subscribe to the ER.
H
Have come across a seriously good article (emailed to me) by...
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