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JAB15

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JAB15

Re: None

Sunday, 03/07/2021 10:41:38 AM

Sunday, March 07, 2021 10:41:38 AM

Post# of 50993
This plays right into the Delfin model. How many can say that? Capital intensive players can follow the price down but it will erode profits in the long run without structural overhaul. Delfin's model provides the ultimate price flexibilty that will serve it well as they move forward.

https://www.naturalgasintel.com/era-of-long-term-lng-contracts-in-india-over-says-gail-exec/
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