Very informative and painted a clear picture of how important the pending decision on the export ban is and the effect it will have on valuations.
Thommo gave an example of domestic prices as $6/gj and export as $13/gj US.
Of course for export the gas needs to be liquefied but the margin for export would be a big win for Strike.
For Australia to move upstream in refining chemicals (eg lithium) we need cheap onshore gas but large gas plants won't be built without access to foreign capital/pricing.
The 22nd is a big day for the WA government and the gas industry.
Woodside Santos merger, page-29
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