Tap,
just want to say I really appreciate your contributions of late. I especially like the twist thrown in on a possible coordination of Total with Sinopec, when Total negotiated with Chevron.
That puts the asymmetry of information squarely on the Total side, because now you are adding in Sinopec's results of the drilling in the region to the mix.
It also makes sense that Chevron had to be taken out by the Total/SNP consortium first before Total could also make a move in the other blocks of the JDZ. If that is the case, that is.
Krombacher