They already did join the dots for you, IDG have an investment in the privately owned 1.5mtpa JOVO terminal. That terminal is currently supplied by Petronas with their agreement ending in 2023... right when our plant would come online....
I would be very surprised if this isn't the next BTA announced and purely IMO I'd say this is the deal referenced as the one that was ready to sign but is waiting for the trade war to play out.
LNG Price at posting:
50.5¢ Sentiment: Buy Disclosure: Held
