RE:RE:RE:RE:RE:RE:Namibia's offshore oil discoveries estimated at 11 bln Well...after the Niger+Gabun coup d'ats the words "country x there is safe" sounds a bit like a stretch. The risk btw. is not, that they can't pump any oil, but a new tax regime.
I doubt that the 11b bbl number is insider info. They talked about Totals+Shells finds...not probable to have sources in both and connect them. Anyway it's a downgrade, in the enthusiastic beginning they were talking about possible 12 b bbl just for Total.