Assuming the ALNG can’t be sustained then the BPT deal in year two would be lower, since the price is based on trailing JKM prices
so it goes both ways
if they make less in wholesale, then they also pay less to BPT in year two.
Obviously I rather pay more to BPT in year two and benefit from an overall higher realised LNG price.
again, someone correct me if I’m wrong
News: ORG Origin Energy Revises FY21 Energy Markets Underlying EBITDA In Range Of $940-$1,020..., page-41
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