price esg = future stable energy supply., page-4

good post, but the ICN deal is really difficult to believe.
They have nothing and what they claim is not credible IMO.

Anyhow, I agree with the above posters. Energy security is important and pre GFC metrics are still valid. I would find it difficult to believe AOE won't see another bid.

It would just be incredible, especially when you think about the Japanese/Korean companies paying much more per Gj. They could just as easily stump up and buy their gas in the ground and partner up.