Imo we're now in the period where gas shortages are starting to...

Imo we're now in the period where gas shortages are starting to bight. QCLNG has already sent some gas to curtis island and only has 12 months before it is supposed to be going flat out.
ORG only recently agreed to supply more gas to QCLNG and STO and BG penned their interconnect deal implying both projects accept they need to co-operate to hopefully avoid supply problems.

Meanwhile LNG Ltd admit they can't get anything sorted out because the 3 big projects are taking any gas that is/or was available.

http://www.gladstoneobserver.com.au/news/project-short-of-gas-for-start-up/2133489/

And so with over $50 billion sunk into these projects we have WCL sitting on the pipeline routes with a potential to supply 60 tj/d.

I agree with Tui, the inevitable supply shortages will bring a deal to us on favourable terms.

Interesting Mitchell is stepping down so he may tender for drilling work. Implies more than a small one off contract is in the works.