Q1 CY25 Catalysts from PURE AM - Mahalo Gas Hub, page-3

Looks positive, but how does one get the Mahalo gas to where its needed - the gas pipeline connecting Qld to the Southern states is already fully supplied, and there's no extra storage being created for gas south of the border .... so, it seems that the only outlet remains Santos GLNG and Santos has gone on a low capex budget, to assuage dividend hungry shareholders and rating agencies (?). The world is awash with surplus LNG, and the IOUSA LNG production has never been higher, and its export of LNG to Europe remains a continuing dividend from the Ukrainian war, which they keep stoking while pretending to want a solution .... Germany's in serious industrial decline because its energy is the most expensive in Europe, and their technology is being superseded by China ... with friends like America, who needs enemies.
PS - the latest stunning announcement of a Chinese A.I. technology that's undercuts the seemingly unstoppable IOUSA dominated A.I. "revolution" has rocked Wall Street and ended another ETF driven bubble ..... and it's based on software, which can run on conventional high end computers and its open source (free) .... WOW !!!
PS Twiggy's Sovereign Energy Port Kembla LNG terminal is almost complete, and it will import cheap LNG (acquired at Northern hemisphere Summer prices) and make a motza, and allow the anti-Aussie gas forces to temporise further, all the while screaming "its all due to climate change"