Hey Ricky,
General question: how many of those companies involved into the NWS are also supplying domestic customers?
The reason I ask, with this new ban on exporting onshore gas, assuming the majors can sell for a higher price into the NWS (and the transportation costs you mention), I wonder if there is a bigger market for switching gas contracts in the manner you suggest. Just wondering if this sort of regulatory arbitrage might benefit Strike/WGO?
Just a question. I really should do some more research on the GSAs of those feeding the NWS.
Hey Ricky,General question: how many of those companies involved...
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