Quote of the day"You speak in Riddles"First person perhaps more...

Quote of the day

"You speak in Riddles"

First person perhaps more appropriate DB?

I can see where Ivor Ries is going with his analysis. The only thing, and anyone that's held ESG for a while would know, is that it is the time component that it is missing. If we could all get some grasp on the 'when' perhaps some of the frustration might more readily pass.

It's also interesting that ESG have only committed to a 4 mtpa max project out of Newcastle. Suggests to me ESG's assets really will be better suited to dom gas supply and additional feed for GLNG as the scale the other projects offer perhaps more commercial than LNGN. Market forces rule afterall.