Beach/Mitsui are building a 250tj/day capability gas plant with permission to export LNG via the NW Shelf.
I'd be keeping a real close eye on their drilling success and their ability to keep this plant full.
Any other gas in the PB owned by others is worth more to Beach/Mitsui JV partnership whilst the WA government has restrictions on exporting from onshore.
Stokes plonking himself back on the BPT board isn't due to being bored
Watch this space imo
Minres speculation, page-112
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