For me, the risk to reward to waiting doesn't quite add up.
Release now
- Labor will have to be very careful on how they approach negative commentary. They haven't presented at the conference so there will still be alot of detail to finalise.
- Really hard narrative to support Gas and CSS and then to immediately criticise Gas and CCS exploration.
- Likely quarantine the political commentary to the back benches
Release after the conference
- Labor conference may not support the policy set
- Labor may include locations they dont support
- This allows more time for labor to put PEP-11 in the crosshairs
Just seems like an opportune time to release and it gets lost in the whitewash. Within 2 weeks everyone forgets about it anyway.
For me, the risk to reward to waiting doesn't quite add up....
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