RE: argo is king- LNG cargoes are providing massive arbitrageBig oil will make a killing until they get hammered by carbon credits, this is why Exxon, shell and many others are shelving projects. They know what's coming. This creates a huge opportunity for small oil and gas companies to create a carbon credit system while going after conventional oil assets. I personally think these assets mark is going after has a lot to do with carbon capture. The world is changing and it's all about carbon credits. Mark and company knows this better then anyone.