LNG 2.17% 23.5¢ liquefied natural gas limited

Industry BTA deals

  1. 109 Posts.
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    Someone issued a register recently of the deals / HOA being done. Would be good to see that again - as it contrasts the rhetoric from management.

    I see today that:
    1. Poland has signed up for another 1.5mtpa from Venture Global from Plaquemines terminal which hasn't reached FID yet
    2. Gunvor has entered HOA with Commonwealth LNG for 15 yr offtake.

    I appreciate the latter is a HOA, and the esteemed Greg Vesey has said previously he wouldn't bother disturbing the shareholders to tell them he has a HOA as it is non-binding. But as we stare into the abyss and every other US LNG project around us is moving forward - I know this shareholder would love to see anything that doesn't resemble "malaise".

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