that evasive initial supply..., page-6

Evening Snagger,

Interesting and thought provoking post.

Barring MEL, who LNG would be aware are not in a position to supply for the first train startup, who would you identify as better quarry for 'LNG to chase' as you put it?

That's not to say they haven't talked with oodles of other parties, but they are now increasingly under some time constraint.

Yes, to a point maybe the 'quality' of that first supply LNG secures will impact the SP, but so to will the simple but significant fact of securing their future in the doing!

Rgds,

Lilac