Yep its a bit of a contrairian play with the greens so anti gas. The elec market needs the gas badly and the pollies are waking up but can't embrace the fossil fuel or risk green seats. They will have to wake up soon as people demand a more pragmatic approach and want extra supply to control cost.
Ive seen commemtary on $2 /gj? For Beanbush estimates, is this the net profit margin? Does it consider the $12 gas cap?
Santos has Narribi blocked on enviro grounds, this may be incentivising them to get higher cost gas out of the Cooper because the enviromental process will be easier or even progressed? Those LNG trains are thirsty, if anyone needs more gas its Santos.
im new to this so forgive the basic questions
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