This from Beach's H/Y just out.
The comments re domestic supply (and pricing) apply to COE also, IMHO.
It sounds like there is a limit as to just how much gas from Qld is able to supply the southern East coast states. IMHO, that is a big issue if spot LNG prices crash.
Also they seem to be implying that the Qld CSG production will drop off, because of limited new developments?
This from Beach's H/Y just out. The comments re domestic supply...
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