LNG macro analysis, page-1104

 

 

 

Doc wrote: ----

“GV has said that if the trade war abates then China will sign. This is a clear statement. So there will be no more excuses left for him to explain zero progress.”

 

 

Spot on Doc, from the Sept Qtrly: -----

 

"There are varying opinions on how and when the trade issues with China will be resolved," he said. "Considering that, our communications with potential Chinese offtakers remain robust with the intent to complete agreements if trade tensions abate before Magnolia is fully sold out."