indeed we could; only current producers will see the benefit other than ST sentiment direction. An uptick in RNU news activity will signify BOAs and FID are on the way. Reality is that RNU still has a way to go before it can start supplying into that market.
I am all for SP movement BTW but BOA is what I'm hoping for. Interestingly RNU net selling has not eased off meaning positive news is being tightly guarded or pressure is being applied to lower SP for some big buying action. February 5, not long to go before news starts trickling down. Happy for this event but pragmatic none the less.
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