Interview with John Baguley at the Oil and Money Conference just held. Unfortunately it doesn't tell us anything new and the fact that the absolute goose of an interviewer asked nothing about "when, when when?" didn't help either. He had plenty of opportunities as John mentioned the need for offtake agreements on a number of occasions but all that went straight over the guy's head. Watching this interview I wanted to reach into the screen and grab the microphone. Did nothing for the blood pressure. Is it too early for something stronger than coffee?
LNG macro analysis, page-1017
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