well put (as ever) psi81,
the only comment i'd make is framed around the developing politics around csm .. could you not argue that the spatially distributed lateral drilling model of esg .. and the fact that much of its pel sits under a state forest makes it less exposed to pressure from the farmers and green lobby?
It's the triple bottom line. Any one of them can styme a project these day.
cheers
sg
santos' catch-22, page-10
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