Lagging the oil price badly = buying opportunity, page-37

Yep spot on Szaba. I was watching an interesting show with Chinese Energy contractors who were talking about their need to secure gas supplies.



The Chinese buyers pointed out to the Australian industry panel that the US will increasingly market gas to Japan. Chinese buyers do not feel comfortable depending on US imports for gas given tensions in the South China Sea. The buyers preferred to secure their gas from Australia given the proximity and reliability. I can't stress enough how well WPL is positioned in Myanmar to take advantage of this.