Strike LNG Export Article, page-246

Momentum created and playing out beautifully. Imo a change to the reservation is basically assured in some form - whether it is percentage designated or time denominated - or combination of the two - (both subject to WA needs @ any point in time) although could include govt assistance to construct larger capacity gas processing plant/s. The latter is less likely as coy lng revenue will fund & bring in royalties so why expend taxpayer dollars. Also not preferred by major proponents who would want to keep control, however, can’t totally rule out particularly if Perth basin is consolidated. On this matter, although I am always wary of TO speculation, given the many indicators of the potential changes to domgas policy you would imagine any stx suitor would need to make a move sooner rather than later as the TO price is only going to increase once the changes are locked in and implemented in 4-5 months?