Roper,
I agree on AES, but I do wonder what their original intent for the gas was because I believe this project wasn't on the cards when they signed the non-binding agreement.
In the case of GNF, it's not just about new capacity. GNF are short significant volumes of LNG around 2020 and to a lesser extent from 2018 due to the expiry of several current supply contracts. That's without taking into account any new supply needs.
I've really not done much digging on Gunvar.
