Strike LNG Export Article, page-7

Nope.
Unfortunately when you get into reading the actual submissions, there are definite nuances in wording which shows they are all not saying 100% the same thing......

BPT says - "domestic only" suppliers (i.e STX) should be able to export to LNG ONLY in times of oversupply.
It's a BS concession at best, but Thats still not a level playing field.
If the Domestic market remains "in balance" or as forecast, undersupply this decade, STX would not be able to export LNG.

BPT continues to advocate for 2 Groups:

• US - The Exporters (including BPT)
• Them - the "domestic only" suppliers - keeping STX in a box

IMHO, there should be just ONE group of gas suppliers (to remove all doubt) - and ALL should:

1. Ensure the reservation of the equivalent of 15% of LNG production for the domestic gas market - All Gas suppliers should be free to export based on their Resource base - This is the critical piece for investment @ scale and capital returns for shareholders
2. Ensure the development of domestic infrastructure (buy/build borrow/JV) to meet this obligation; and
3. Conduct diligence and good faith obligation to market gas into the domestic market.