"Not having enough gas for 2 trains is just a convenient Myth - STO has vast amounts of gas available."
Is that so? I beg to differ.
As does Ron Prefontaine from BOW. Perhaps he was wrong to tell the Good Oil conference Santos and Petronas have a shortfall of 3,300PJ of 2P reserves. Perhaps things have changed substantially since then.
But I doubt it. That was on 8/9/10; only 2 weeks ago. And it's hard to know if those figures include STO's "Portfolio Gas". If they do then the shortfall, in reality, is much bigger.
In fact, that preso has got some pretty awesome numbers in it including an estimated 21,050PJ shortfall for all the QLD projects. Perhaps if STO has so much gas, as you contend, they could make up the shortfall with GSA's to the other projects?
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