This from in todays AFR the ultimate value of Santos could be...

This from in todays AFR
the ultimate value of Santos could be higher given the potential to boost output at the GLNG export plant in Gladstone, where capacity is lying almost half idle because of a lack of economic gas supply.
"If they can access some gas they can get huge upside [from GLNG]," Dr Fesharaki said. "They have a whole train they are not using. It's like these guys have an eight-cylinder engine but they are only running on four cylinders."

SO .... STO can't access economic gas and are running their $20 Billion dollar GLNG plant at half pace. Meanwhile SENEX is LIMPING along attempting to get gas to market at a half pace also.

Something does NOT make sense to me here.