I see PNG LNG consortium making incremental progress towards additional LNG trains as per the MoU announced yesterday. They are likely gas short, with P'nyang coming in under expectations and the uncertainty over the Elk-Antelope field project.
I sincerely hope HZN is in the negotiating mix to sell its gas into PNG LNG expansions and potentially open up the next milestone payment from Osaka Gas.
Talisman Energy prepares to drill at Papua New Guinea’s Stanley gas project, page-2
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