The original GLNG deal was based on JCC oil linked prices, which...

The original GLNG deal was based on JCC oil linked prices, which would be decent prices given they are oil linked and the POO is doing ok/good. Senex have advised that the new 16Tj deal is at similar/same price as the previous deal.

Any volumes sold externally of GLNG are likely to be sold at a higher price than what was available via the old GLNG deal given the tight gas market so this is probably not a bad thing.