Hi TT,
I'm no expert in this BUT I think you may have couple of misunderstandings.
(1) From the Sep'20 Qtrly (pg 4) my highlighting
We are now in the firm GSA period as per the Dec 30, 2020 release
(2) Production ABOVE the Transition Agreement ... this might be what you are referring to
Now this bit also applies
Net Net ... not overly concerned ... as long as are delivering at or above the GSA rate (i.e. 54 TJ/d and no shortfall).
Does that help??
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