Sidewinder: I think you could be on the right track. Skeptical as I am of the endless oilygrams and dottiegrams, Addax and Sinopec don't have the experience and expertise to plan, manage and develop the JDZ Blocks 1-4 as a unit, but Chevron and ExxonMobil really do and would be able to get it all done for a consortium of owners in a reliable fashion, like they have done on other mega projects.
Sinopec and Chevron have connections going back a long time.
Now is about the right time in the deepwater development process to contemplate this.