the coal in the ground aint going anywhere and the market outlook is only getting better in terms of demand from India and also SE Asia. Even the Chinese are upping their demand as their clean energy production capacity cant keep pace with demand for power. On the Aussie side, Adani and Hancock/GVK have done all the heavy lifting for EER. Once there is a sniff that the mine-to-port rail infrastructure from the G Basin is moving forward (no matter even if its subject to this or that), its game on. Noble can connect the dots for the offtake. Might even be a consolidation play in the G Basin among some of the others up there.
the coal in the ground aint going anywhere and the market...
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