HT,
Sure NWS is an option but I don'T see Shell floating around for nothing. This FLNG deal has to be connected to their stake in WPL. I think the trade off will be an offer of the shell stake to institutions at some point if Browse, WPL and Shell go ahead with the FLNG solution.
As for Israel, it's all but a done deal, just waiting for the headline. Only threat is from S.Korea but they'd have to offer 9-10 billion to kick WPL out and I don't them having that kind of free change especially after they just partnered with WPL to buy licences in Myanmar. Would muddy the new partnership to then go and outbid WPL for Israel.
Netanyahu also only meets with contractors that are either a done deal or about to be awarded the deal. He's just too busy defending Israelis to waste time with minor things. That meet was to finalise the offer and discuss security arrangements.
WPL must use FLNG for Browse now and Barnett has to go.
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