@chigrl I dont like this price cap, it will ultimately just keep europe shorter NG. once we know how the dynamic price cap works, asia will now just price marginally over europe to fill their load first since theyre generally mad short still. eu will be the last premium mkt supplied now
@airmilo33 @oilmutt i dont think it will pipeline wise.. it looks like it will just shut in maybe 10-15,000 mmbtu/d i think its high point gas transmission https://t.co/QZmnflFa7z
@zerohedge if u take an average investment horizon of 5 yrs for a lbo (time from acquisition to exit), assume avg 30% premium paid, and you get 6% annual growth rate. long run real gdp+inflation at 4% annually; at infinity theyll be bigger than entire economy!!