Ann: 2023 Strike Annual Report, page-20

There is potential upside, but it is shrinking every day, because of Walyering delays.

STX has contracted to sell STO a fixed quantity over a fixed duration.
36.5 PJ, over 5 years, (Q1 2023, to Q1 2028 - 1,826 days)

That's 54% of nameplate capacity, for 5 years. (33 TJ/d * 5 years = 67.5PJ)
But we are failing to deliver.

14% of the duration has elapsed (262 / 1,826 days).
0% of the gas has been delivered.

Now we owe more (% of capacity), and the math gets worse every day.
Now we owe 71% of nameplate capacity, every day, until 2028. (23.3 TJ/d * 1,564 days = 36.4 PJ)

We only have 1,564 days left to supply 36.5 PJ, and it's a growing problem, and it will be impacted by flow rates and shut downs.

If we only flow at 90% capacity (33*0.90 = 29.7 TJ/d), and only achieve 95% up time (1,564*0.95 = 1486 days)
Then we must supply 24.6 PJ/d, every day, until 2028 = 74.5% of nameplate capacity.

If I am wrong, fantastic! Please correct my errors.