I wonder if Stef is still in South Africa and close to a deal with Sasol and/or industrial users of the gas? From 2026 it looks like industrial users might be forced to import gas so will be super keen on a cheaper lower cost local option. With Renergen the only one with onshore production rights for gas and a large hungry customer base..The gas crisis is getting more and more attention in South African media with Sasol to run out of gas for customers from 2026 going by the reports..
