the author should have also 1. stripped out the price per mmbtu...

the author should have also
1. stripped out the price per mmbtu from the PNG production data (see OSH 1/4ly)
2. commented on the amt of gas that the GLNG were sourcing from 3rd parties
3. understood that this was "pre pipeline" (Walumbilla delivery) and liquefaction costs
4. make the obvious linkage to the huge jump in spot gas prices .......

and, as PSI stated - understand the time lag betwixt JCC and LNG pricing ........

poor STO has to "carry" this huge inventory....to meet its contractual obligations to GLNG ......

most entertaining .....

rgds
V_H