Gulf stock exchanges (Saudi, Qatar etc) are plummeting due to fears of unrest in the S-MT. These massive funds are being transfered to US & other stable markets.
The ripple effect for quality assets like BTU less han 12 months away from production is even better particularly with an International player like JPM on its register.
Anyway that is my theory, could be wrong.
http://www.telegraph.co.uk/finance/markets/8358176/Saudi-Arabia-contagion-triggers-Gulf-rout.html
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