Perfect storm Siv hence volatility earlier in the week across...

Perfect storm Siv hence volatility earlier in the week across all markets and asset classes.

Market noise is just that.

Fundamentals cannot be ignored.

Let's continue to monitor Cheniere & DM. Latter augurs well for US.

Won't be surprised if anns. being readied re BH and US (at AGM) should there be any FERC delays etc.

Still expecting to see further SSH notices but appalling if delays (from what poss reported - ASX ... enough said)

Stay long, stay focussed.

Go LNG!