inside business on shell's intentions

Inside Business Sunday featured an interesting discussion on CSG between Allan Kohler and John Hirjee of Deutsche Bank. Please see link:

http://www.abc.net.au/insidebusiness/content/2010/s2845252.htm

Hirjee states that he believed that Shell didn't have enough for a multi-train facility at Curtis Island, so obviously Arrow would be the platform. He thought there would be additional reserves that come through in terms of exploration, but his view was that for the likes of Shell, they would want a multi-train development therefore they needed more gas. And he didn't think that that's necessarily within the Arrow permits, so they may have to do other deals or indeed try and buy third-party gas.