The biggest news from last night was that a SK govt backed foreign investment fund has been signing SPAs on behalf of Delfin. How long have they been doing this? How much is under contract? Who are the buyers? Nobody knows. For all we know, FID on FLNG2 and even FLNG3 could be coming a lot sooner than we think. As a private company, Delfin is well within their right to make FID and not publicize it right away, or at all. Maybe things are starting to come together so quickly and smoothly that they RM in 2026 with FID on the entire project. Dudley saying FID in the "coming weeks" doesn't necessarily mean publicly. Just a thought.
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