the implication for STO is they now have one less option (out of very few options) with which to source feedstock for GLNG.
Chevron/shale is out. Narrabri is out. Now arrow acreage is out.
Guess they are about down to comet ridge, blue or the cooper players. or finding it themselves.
Bearish
Shell t/o BG - implication for STO, page-2
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