RE:AGMGuess the last paragraph of this article is the reason for Taipan's arbitration V Afren. It's a worry as Vanoil used similar reasoning and lost their licese :-
https://www.theeastafrican.co.ke/business/Low-crude-oil-prices-affect-Afren-s-funding-/-/2560/2727584/-/yxy3y8z/-/index.html