Make or break time for WPL. Decisions over the next 6 months will determine future success.
Like others I think WPL will end up opting for Browse to be developed via FLNG rather than a gas plant on land. Given too that the Israel bid ended up being 2 billion more than I thought it would be, I would prefer to see WPL save 5-10 billion somewhere else to offset the risk of future projects.
Below is something of a study that confirms this...
Woodside's joint venture to save capital costs
If JP Morgan's estimates are indeed on the mark, then I FLNG is almost a certainty. Not even the WA premier will be able to ignore the economic realities and risks of cost overruns. Will be music to Wally's ears.
crossroads
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