Cannot see any reason for AOE/Shell to try and change anything - it was a great deal for Arrow and even in the event of a take over this little project will tick along with buyers in place and Shell will still have plenty of gas for Curtis Island.
I hold at $1.14 and will be for a long time to come it seems....FID will still help the price and who knows maybe Shell will try and adopt some of the technology in the big plant - and that could be fantastic for LNG.
LNG Price at posting:
69.5¢ Sentiment: None Disclosure: Held