price target $0.59 wilson htm (30/05/2011), page-10

Shell had five of these monsters on order. The ywill need to do an awful lot of sucking to cover the 80bn plus investment. the liquids go a long way towards making the things viable. They need a lot of non-commercial fields remote from shore based LNG. A pipeline to the next furthest field from James Price must be competitive. I still think the gas will go to Woodside's Browse plant unless Shell take it. I doubt whether the Australian authorities will/should sanction liquid stripping now. But if they refuse to let NXS/Shell/Inplex off the production licence then stripping is what must happen.