HI SF and acorn,
The correlation being that if STO must have it's gas supply secured by FID, and that STO gas profile at the moment doesn't allow for a two train GLNG model, then I owuld expect that for STO to finalise its FID, it must first secure it gas supply shortfall (This last bit is my assumption).
Therefore, if tis is the case, the probabilty is that STO will make a move on ESG prior to signing off on its FID - which is 30 Jun 10.
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