Do you have a link you could post to that article Rbmulvog?The...

Do you have a link you could post to that article Rbmulvog?

The LNG import terminals is an interesting point you bring up. My understanding from my pre-Tamboran IPO research (and correct me if I'm wrong) is that at least 1 is being built on the east coast (and potentially more) to suck-up and sell into any gas shortfall later this decade. With 1000's of miles of pipelines between the Beetaloo and the gas users on the eastern side of Australia (and assuming some hefty tolls). The question is how much the LNG import terminals can undercut Beetaloo domestic gas potential...?

I know domestic gas is a key part of the Tamboran strategy to get to cash flows. Though one has to wonder if the LNG import terminals right next to the gas users will affect that. I suppose time and Beetaloo economics will tell.

Gas tolling and costs isn't something I know much about in Australia. Rbmulvog, any numbers you have on cost to deliver Beetaloo gas to east coast?



DYOR