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JAB65

10/06/25 3:06 PM

#56126 RE: Grouse Hunter #56125

It sounds that way, yes.

With the recent resolution of its regulatory issues

And further, they said this.

Delfin is on-track for FID
on its first FLNGV during the fourth quarter of 2025

"BY" is now replaced by "DURING" and guess what? It's the 4th quarter. Could be any day.

EPA probably hasn't even reached the formal application stage so best not to mention. They will FID without it knowing it's essentially a forgone conclusion.

Your mama didn't tell you about Snipe hunting? Bag any?
Bullish
Bullish
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Mr. C

10/06/25 3:14 PM

#56128 RE: Grouse Hunter #56125

Would’ve probably been explicitly stated or released by DOE by the time they likely got this report in.

You can track it by searching for Delfin here: https://www.energy.gov/fecm/articles/listing-doe-authorizationsordersnotices-issued-2025