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General Thoughts, page-4017

  1. huaneng
    1,636 Posts.
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    22/05/24
    15:24
    Post #: 73957297
    And we can expect that only one major will make the Mopane race: ExxonMobil, or Shell or Equinor or Total. So minimum three majors will think about a plan B, when They do not get Mopane.
    We will see what Chevron is planning and do not underestimate Petrobras, Qatar, the Chinese ...

    My guts feeling: Shell or ExxonMobil will win the Mopane bidding war.

    Last edited by huaneng: 22/05/24
    PCL Price at posting: 2.5¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 15  Upvote
    lightbulb Created with Sketch.  Great analysis
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