If ED provides a substantial addition to WE reserves, it will be interesting to see the direction the JV takes given that previous announcements on the 87tj production facility indicate adequate supply of 2P past year 2040. Will they hold as resource, increase plant size, sell to other production facilities or feed part of STX share down to SE fert plant? Lots of possibilities.
If ED provides a substantial addition to WE reserves, it will be...
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