STO 0.25% $8.02 santos limited

Shell t/o BG - implication for STO, page-2

  1. 2,631 Posts.
    lightbulb Created with Sketch. 151
    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
 
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