australian saturday-20b csg blowout, page-2

Thanks for bringing the article to our attention
So what we are being told the LNG projects are short gas
What we know is BPT plenty
What we know is the billions have already been spent and many more committed so no turning back for the LNG projects - therefore they have to find the gas
We we know BPT is in discussions with two LNG partners STO and ORG for its gas - both these players already have established JV relationships with BPT and join gas assets and infrastructure

We also know that Total - another party of the GLNG project has already had discussions with BPT in regard to its shale assets
What we know is BPT has the most advanced shale project and it has the biggest resource
BPT is genuinely under threat of a TO or on the cusp of doing a great gas deal - either way it's going to be very good for BPT shareholders