Senex managing director Ian Davies said last week that spot and...

Senex managing director Ian Davies said last week that spot and contract prices for gas on the east coast are "very, very different risk arrangements and very, very different pricing arrangements" and said that contract prices bear "very little resemblance" to existing spot prices.

But Credit Suisse analyst Saul Kavonic is still flagging a possible negative impact from softer prices and reduced his long-term price assumptions for uncontracted gas from Senex's Atlas project to $8/GJ from $9/GJ.

https://www.copyright link/companies/energy/soft-gas-prices-a-risk-for-energy-earnings-20200127-p53uzb