others might not agree here but market might be thinking now that if STO just go for 1 train fid and delay 2nd train ESG will just be going independent on nlng which means big CAPEX !!! The media, brokers and US at hotcopper land have had odds of a takeover of ESG very high BUT what if it doesnt happen and we go it ALONE and STO just partner up with SHELL and use their gas..
others might not agree here but market might be thinking now...
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