Very good post Vert, makes a lot of sense.
Ignite - Exxon
Shanghai - A multi $billion co in own right
Coal Energy Australia - China Development Bank
There's a few that could certainly contribute to rail etc...
Exergen from the Valley has always been about pipeline to port as shown in many presentations including the Vic Gov greenfield enquirey.
Kranky recently provided a link to an existing and soon to be vacant pipeline that runs past Mantle's EL 5210 to Port.
Why would Ex/Tata etc... donate $100's mill to Vic if that was a pre-requisite of ALDP when they have no intention of using rail from LV and have existing rail at BM?
I like your thinking.
Exergen/Mantle still first to market with small scale export via Geelong then large scale pipeline to port?
cheers
B Rubes
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