To his credit Alan Kohler's Eureka Report is what has brought Ivor Ries voice of sanity to our ears. ER also gives voice to Gottlebstein (spelling??) who has been consistently considered and bullish on csg.
Deutsche people seem to come out with some rather "dateable" views.
The potential for Indonesia to be a nobody in the international LNG trade by 2020 leaves Asian buyers highly reliant on Qatar (or new Qatar - East and West).
When then for Malaysia and Brunei?
EL
inside business, page-8
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