I think this latest news highlights some key points:-
The LNG industry generally is hot. No news there.
Whilst hot, many projects are hampered by escalating costs that make once attractive projects somewhat less attractive.
LNG's OSMR technology makes potentially marginal projects more viable. The Australian scene is suffering from a similar prospect of rising costs and now marginal projects.
We need to ensure we don't spread ourselves too thin here (LNG management that is), but I would expect that many more opportunites will surface in the future.
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I think this latest news highlights some key points:- The LNG...
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