lng for domestic use only

i see the statement that up to 5Mtpa will be for domestic use as a positive -- hopefully a deal has been done or is in the process of being done where all the gas goes domestically. Lower price yes but still a great return on LNG investment and the way to get this thing going.

look ofcourse i have no hard facts to back this up but it seems logical given they have been at pains previously to indicate that their PSC predated the requirement for domestic production ... i personally think this has been the big sticking point and even EBITDA from 1mtpa at 70% of what we assumed is a great boost for EWC.

i remain a believer in the investment case for EWC and we have a smart mgt team (in terms of project delivery not advertising) so fingers crossed more info this week