Blue Sky's recovery looks great. Price of gas is (kind of) up too, following some seismic activity on the Korean Peninsula and fears over the ability of a new nuclear plant to withstand a strong seismic event.
BoZ your language 'soon to be' - you sound confident ! I hope your right.
In any event from a commodity perspective there is going to be a humongous glut of gas (mainly AUS) onto the Asian market, so I envisage anything that is locally produced may be cheaper for the Chinese consumer and also less handling - so if TNP get the deal done they should hopefully outcompete importers on price ?
I envisage there must be allot of tussling going on up there at the moment to lock in supply contracts with importers clashing with potential local producers ?
