A very thorough and well researched report. Only a matter of time before the price action hots up.
One interesting part I noticed was the opinion on Puffin...
".... there is no clarity on when or if the field will be brought back into production"
IF the field will be brought back....
I believe sooner or later Sinopec will bring this back on line.
Quite irrelevant to the exciting times coming in the next 2 months, but interesting.
A very thorough and well researched report. Only a matter of...
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