Big picture is that this pipeline will consume roughly A$30k per year from now and the incumbent chemical suppliers in the entire Gulf region will get their butts kicked in the fullness of time. There’s no doubt that the larger pipeline will be trialed and succeed with this producer and when considering the whole region, logic states that they’ll all give it a go at some point. Yes it’s been a slow rollout but not one producer has stopped using Multi-flow once trialed. Compelling risk reward as the story continues to strengthen.
Big picture is that this pipeline will consume roughly A$30k per...
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