I took this as a nothing announcement, but if you read on COE it is a negative for APA as they need to stump up cash and gas backup plans from this Orbost plant foaming problem. But it seems the problem is now under control. Maybe!
To me it is a positive that APA having a supply - and it seems a growing supply. There is a shortage of gas on the east coast, so any supply (even if bumpy and need of maintance) is a good thing.... is it not?
Ann: COE: Sole Gas Sales Agreements to commence on 01/01/2021, page-3
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