i will be at the conference tomorrow and will report the goings on...
It was shale shale shale today, excellent preso by Ross Millan (of Aus Upstream Research - Wood Machenzie) on his shale matrix he rates Cooper as the "current" best shale play in Aus.
Also worth researching Basim Faraj (of Tamboran Resources) Another superb shale preso.....reckons the economics of shale leaves csg for dead, mostly due to benefits from horizontal wells & liquids.
Everyone I spoke to is adamant that the US are going to export LNG asap, boosting domestic gas prices.
More tomorrow.
Cheers
HC
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