re: Ann: AOE Increased Unconditional Offer fo... Tui,
I don't believe BG are short on opportunities to supply not only their current LNG commitments, but also to sign up more contracts.
Imho it is simply they see QLD csg as the cheapest/best molecules to load onto those tankers.
Amazing isn't it. AOE could have moved of PES for a fraction the price 6 or 12 months ago.
EL
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