Great that current negotiations cover 3x MLNG's total capacity illustrating the demand is there even if timing remains uncertain. No wonder Stonepeak eager to upsize.
My sense is he would want to avoid overpromising hence 6-18 months. So long as POO and LNG keep nudging up (Russia now aligned at least in its rhetoric with OPEC for production cuts) and the macro environment improving, sooner or later someone will sign for fear of missing out on MLNG's finite capacity.
NTP/ close out of Sierra for peers was 3-7 months, which suggests latest Nov. Would be great to finally get the frustrating regulatory process done and dusted by the AGM (17 Nov).
