Yeah agree. I suspect the AGIG option is now on the table...

Yeah agree. I suspect the AGIG option is now on the table because there has been some slack in the mining/energy construction industry due to the rout in battery critical minerals sector. Perhaps that means there isn't the huge delays in getting things done. When STX terminated the original AGIG agreement, it had said it would continue to work with AGIG for possible alternative options. So perhaps there is also an element of the price point being too high, which has now lowered due to availability of construction materials and workers.

That does lead to a question of whether the AGIG solution will have the optionality to increase capacity given SE phase 1 FID will be made before any potential policy change announcement. The last thing we want is to be stuck with a 40TJ plant that will cost an arm and a leg to expand. I am sure SN will be fully across this though.

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