Expecting that US update to be a good one. They have already sourced gas supply from Kinetica Partners. We will hear news about binding contract shortly as mentioned in last update. Now if they can secure a buyer in Mexico, that will be the first end to end deal that Mr. Market is eagerly waiting to hear. Remember, for US gas, they don't need to wait for FID decision by oil majors as it is case for delay in Brazil. Henry hub also got worlds cheapest gas supply, so our margin in between can be very attractive too.
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