Reading the tea leaves, what I see from STO is a move away from...

Reading the tea leaves, what I see from STO is a move away from re-injection of the gas, to process immediately to supplement their pipeline. So FID has been delayed to rework the set-up including PAVO. Pavo then acts as the good news cover story for change alongside inflationary cost pressure. It’s a much better PR spin than pivoting because we need gas to cover failures elsewhere type story.
However CVN, still spouts the re-injection storyline because they don’t want to appear as having little influence. But by drip feeding things like Roc into the storyline it makes it possible for CVN to put a positive spin on doing what’s best for STO.