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JAB15

04/25/22 1:13 PM

#38896 RE: dave79 #38895

One of the best articles I have seen re the current obstacles facing LNG project development and financing. Thank God Delfin at least had/has a head start as frustrating as they continue to be.

MWM

04/25/22 1:58 PM

#38898 RE: dave79 #38895

Excellent read, thanks for posting it.

senor_c

04/25/22 2:23 PM

#38899 RE: dave79 #38895

Great article but also increases the frustration level, which is already quite high.

If they are loosening regulations (or whatever), then why are we still twiddling our thumbs with some of these agencies with pending reviews, etc. And if Delfin is so far ahead (with infrastructure, FEED, etc.) then why is Delfin not seen as a priority in terms of projects to expedite? All we ever ready about is f’ing TELL.

I’m frustrated but also sitting on the bid at .20 for another 50k (not showing on L2). I read that January PR again and feel like this is it. Any mention of Delfin FID or contracts will send the price up to at least .50 and then we wait to see what they do with TGLO. That’s the risk with this play. In any case, they are confident about FID this year, so maybe my questions above are already answered.

Thanks for posting, Dave!