Wasn't QGCs stake in DLS part of the unconventional acreage farm in deal intended to secure long term gas for QCLNG? Now that the Arrow reserves will be a source of gas for QCLNG and any expansion thereto, I don't see the holding for Shell (nee BG) as having the same importance. Yes, Shell could be a seller but they are LT players in the LT LNG game...
I ask myself how important will unconventional be in 30 years? Perhaps STO may also have a view on this?
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