People are still underestimating how much the prospects of LNG growth in Asia are totally busted.
Even setting aside the Hormuz factor, the economics are just brutal: 🧵
www.bloomberg.com/opinion/arti...
Exxon Mobil Corp. appears to think buying an Australian LNG producer might be the best way to make the most of global energy markets after the re-opening of the Strait of Hormuz. That could be a costl...
