The proposed lithium plant would be on a CNG distribution pipeline as is Alcoa. So LNG would not be a consideration. It would never-the-less put some pressure (pun jumping out) on the DOM gas supply which would be good for producers.
I see MIN's strategy for its involvement into gas as enhancing its mining services to as many mine sites as it can. Imaging the MIN salesman knocking on your door and saying we'll knock up to 40% off your energy bill. We are at your convenience sir, we have the transport system, we'll convert your diesel trucks and power house all to LNG and while we are here, how about our other services bulk ore transport, mining equipment etc. etc....
Viney will know this strategy as "add-on selling".
MIN will be hungry for gas. Red Gully reserves and resources are piddling. The share in the Waitsia (if it comes off) could be something like 85mmcf/d x 20%. Maybe not enough. Might have to go exploring.
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