http://www.businessspectator.com.au/bs.nsf/Article/The-other-side-of-Santos-pd20090708-TQVQE?OpenDocument&src=kgb
Very interesting 3rd last paragraph - ESI is well positioned to take advantage of this.
http://www.businessspectator.com.au/bs.nsf/Article/The-other-side...
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