I don't think they will lose the agreements but most likely they are renegotiating. I honestly have no idea what Delfin is thinking or doing. I am just applying basic economics/financial principals to the current market. Guns, butter, LNG it's all the same. How the boys deal with it is above my pay grade and obviously extremely complex.
The players are all highly sophisticated so I have faith it will all work out. It doesn't help that LNG prices are tanking but then again, they are dealing with present value calculations to a constantly moving future target that is speculation at best, so we just wait. And the competitors are all facing the same set of circumstances with one given, the future increased demand for clean LNG.
If the pps moves to sub .10, fantastic! $TGLO
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