those LNG terminal cost trends (bottom of p14) goes to the very heart of what DW always said about the LNG producers..."if they can get their costs down by $1 per gj it makes for a $500mil pa saving"!
In other words, there is a massive incentive for the Gladstone producers to access larger scale, therefore cheaper 3rd party resources (ie better than their own) as a way of making significant profits! STX is trying to prove up a resource that fits the bill!
HC
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