wag time, page-5

Yes, I agree:
KN1 Results, then Italy then UK drilling start.

I still doubt KN will be over 75bcf, which may be a disappointment to most on these threads due to earlier estimates of hundreds of BCF being put forward. As for what it will be worth if we cannot produce, let alone at a reasonable price? No idea.

If KEY remains in TZ, I hope they don't waste time with any potential gas play less than a tcf in size because clearly we need LOTS of gas to be able to justify huge capex LNG export infrastructure to India/Asia. Waiting for a market in TZ will be a disaster, and KEY should be putting an agreement together with the TZ govt NOW for permission to export IF it ever finds a large gas field. Otherwise we will be held hostage again.