david knox in darwin

From STO preso:

"What is unique about the Santos portfolio is that this LNG growth is delivered from existing discovered resources. Our growth does not rely on exploration success."

Now we know STO doesn't yet have the gas for 2 trains at Gladstone unless they are counting ESG's gas as their own, which they MUST be to make this statement.

If what Knoxy is saying is true then either ESG will be signing a GSA with STO, or STO will be moving on ESG, IMO.

JT