I concur with that. The DFS isn't yet complete and I suspect the reason for that is the partner needs it to show security of supply for a much longer period than the ten years supply Ta Khao currently has proven up. The MOU with Trafigura to supply third party feed must have been insufficient for security of supply for the partner/s. The IRA act must have hurt BSX more than I though too, but now we have a workaround to qualify for the rebates it provides. Reckon you're spot on with Ecopro too, but there will be others inbolved. As this all now needs to be worked into the DFS it may not happen for a few months, or we could hear something on Thursday.
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