Spider and pick,
You both mention RLT selling piped NG to Sasol.
However that NG will not go through liquefaction to LNG, and so no Helium would be extracted from those volumes.
I thought Helium was essential to the economics of the project, so why would we give away valuable feedstock as low grade margin NG?
Anyway KKO is sitting on large coal seam NG much closer to Sasol, so they would be the first cab off the rank.
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