They have to upsize the brazil route capacity to matchthe 25,000 production capacity to value at the company based on the field's capacity to produce. So the question is what are the barriers to double the takeaway capacity. Is the brazil customer willing to take all the crude they can produce? Are their barge companies willing to take on additional business if theire existing provide isn't able too, or doesn't want too? Can they lease/buy additional barge capactiy to supplement what their current barge provider is willing to provide?
Seems to me, if they are able to send 12,000 bopd, they should be able to transport 24,000.... but is it easy, or are their complications to doing so?
One thing is clear, the ONP isn't a viable route especially with the unrest in the country.