Kind of JV, but I'm also saying Alcoa may need as much gas as they can get from as many sources as possible.
I guess just because they make the deal doesn't mean they have to be the end user, they can always on sell it.
I'm wondering if there is any bow to be drawn between no Alcoa / EGO gas deal announcement and a pending flow rate from Warro 4, i.e. Alcoa must be happy with teh progress at Warro 4 to let the apparent 90 day window close??
But... it also appears that the EGOites are unsure if their deal is already done and just needs finalising etc???
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