Ann: Appointment of CEO , page-8

It is worth having a look at STO's half yearly to get a sense of the sheer complexity of 'gas supply' for GLNG.

Eg in the half year STO drilled 120 wells and they're completing massive compression and water processing hubs to handle gas from Fairview and three other fields.

They're saying the project is on track for 2015, but STO are also submitting further EIS's to develop new csg fields. As part of their original project approval they scaled back the areas where they proposed to drill I guess to avoid strategic cropping lands and minimise stakeholder issues. I think this has left them short on gas to fill their 7.8mt p.a lng plant over 20 years.
Had a look at how much gas they can supply right now from the csg fields assuming they turned everything on?
It says in the half yearly that STO's share of csg production was 4.9 pj. So that would be 10 pj p.a and the 30% share would indicate production of 30pj p.a across the fields. Quite a bit of gas is probably going into storage and I guess hundreds of wells are being readied but not producing...Still when you think GLNG will need something like 600pj per year it is a BIG BIG ask to scale this thing up to where it needs to be.

Meanwhile WCL is sitting there on the pipeline, nearly all infrastructure in place and could be in position to send about 20pj a year their way if they need it. It is only a drop in the bucket (3%) but every pj would be valuable if they are scrambling to fill the lng trains come 2015.