Well as far as I'm aware their supply contracts are based on the JCC which is basically the Brent crude price.
Will they have excess production to supply the spot market? Perhaps but not for a while I would suggest.
This and all the other LNG projects are coming on stream at the same time, so I don't like the chances of those prices holding. But that's just a bit of a speculative view, but makes seen to me. Massive new amount of supply, lower prices.
Well as far as I'm aware their supply contracts are based on the...
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