I expect the Gas Export partners are getting very very worried...

I expect the Gas Export partners are getting very very worried ....on the one hand prices look set to sky rocket ..
on the other they have a bunch of the most short seighted politicians to have ever held offices in this country in all states and both federal parties and houses....who will at the drop of a hat absolutely cave to any call for domestic price cielings and supply quotas... they knew it was coming and they ignored it till now...

I live in NSW but seriously with the NSW attitude towards gas The feds if they are dumb enough to put quotas in place ought to snub NSW and say, you dumbasses knew this was coming and refused to play ball...

STO and partners need to do something in a hurry to sure up supply...my guess is they are now about to hit the panic buttons which will be in one of a few ways:

1. Beat down the price of SXY BPT DLS etc and gobble them up, givining control over the supply chain
2. Beat them up via the media and then Farm In as operators on much improved metrics then if we had inflated share prices...

The real risk for the Export Trains is that some OS giant might come in , buy up these potential suppliers and sit on them forcing significant pain for everyone including the export trains....all in the hope of then negotiating some very powerful positions.