I agree. Everything in the article was known information, but as more of it comes out it's nice to see it get laid out in a well written article that can be sent to the naysayers as proof of the legitimacy of the project. There did appear to be some clarification on the vessel building front with the separation of SHI/B&V and Wison. It seemed to imply that the former was used for design and the latter will be used for the actual production. I had hoped that both would be used for a rapid buildout program to bring multiple ships online at once. I guess that's still a possibility. The author also chose to write about the project from a six vessel viewpoint and mentioned the company nearing FID on three vessels (50% of the two projects combined). That perspective of the overall project would put the company into a scenario of taking two, three vessel FID's to cover Delfin/Avocet. It's possible that the extended time needed to get the project sanctioned could be bc the interest is there from financial backers to go big in the GOM. The author talked about a "world-class buildout" going on between the two companies utilizing these emerging LNG technologies and almost sounded outright bullish about their potential.
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