STX 4.76% 20.0¢ strike energy limited

WA Govt Gas Policy Report Today, page-270

  1. 8,386 Posts.
    lightbulb Created with Sketch. 3044
    Getting access to export markets would be great, of course.
    But if they don't allow it, it will mean small gas plants like Walyering will come online incrementally. Think, smallish gas plants in SE and the 30tj/day plant for MIN. And if supply comes on slowly, conditions will remain tight and domestic gas prices are likely to remain high, which is good for STX as well. And the silly large gas consumers in WA saying they are willing to pay a premium for domestic gas will get what they wish for.
    Last edited by invertedva: 24/05/24
 
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