Happy anniversary, page-15

Blue Sky's recovery looks great. Price of gas is (kind of) up too, following some seismic activity on the Korean Peninsula and fears over the ability of a new nuclear plant to withstand a strong seismic event.

BoZ your language 'soon to be' - you sound confident ! I hope your right.

In any event from a commodity perspective there is going to be a humongous glut of gas (mainly AUS) onto the Asian market, so I envisage anything that is locally produced may be cheaper for the Chinese consumer and also less handling - so if TNP get the deal done they should hopefully outcompete importers on price ?

I envisage there must be allot of tussling going on up there at the moment to lock in supply contracts with importers clashing with potential local producers ?

http://www.cnbc.com/2016/09/15/chin...pollution-but-lng-oversupply-will-remain.html

In any event the price upside for gas seems reliant on externalities and weakness in other energy streams.