Yes it a good interview 1:20 min long. No shockers but lots of detail
its clear they will get to nameplate first and then negotiate downstream. I gathered they will ise non committed tons as a bargaining chip to bring in a chemical procesor to help build and run the refinery
nameplate later in 2024 will know after the new capital projects have been running for a bit.
Canada feds seems to be capable of influencing their partner choices.
most importantly he is sick of people asking about the piedmont offtake! Its exacty like the response in the other thread
SYA - PLL OTA Clarification, page-20
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