Well, the molecules will come from CTP. The economics of least pipe tariffs puts CTP/MQG in the box seat. Newmont may contract with PWC as reseller or ENI's Blacktip with the net adjustment at entry to NGP. We retail holders don't know. Perhaps CTP will crow about this or reveal in the customer concentration table in the next annual report.
Either way, this is an addition to demand and customer diversification. Fresh infrastructure - roads, power lines, gas pipes, water pipes - has a remarkable property in prompting further projects that were previously uneconomic and usually invisible. There may well be an untapped mineral deposit along Tanami pipe's 440km length that now deserves another look.
Ash
