RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Mubadala boost Erawan productionI think you are right FW, Russia will be begging West soon & especially Germany to take their gas for a large discount. Moscow & their Mongol leather are almost bankrupt now and will need cash to pay North Korea and Iran for weapons that they buy. Since russia is unable to produce anything of value other than oil & gas they will be forced to provide world with some cheap energy for some time & that is a good thing.
VLE is well position to sell their oil production regionally but they just have to sort out all the goods they acquire & start optimizing those aging fields. I would also like to see some new management because IMHO Mr. Guest is once more over his head here.
Yes, Mubadala gas is risky but could also be big.
G37