Apr. 19 at 3:01 PM
$VG Yes, that was the case before damage to Qatar Ras Laffan. VG now gets the war premium which the market is yet to accept hence the aggressive pullback. When the numbers show upon the balance sheet WS will need to reprice us.
Just think about it. If you previously signed deals with QATAR, do you still want another force majeur? I think with CP2, it's all gonna change and those countries/companies will secure deals with VG for guaranteed energy but this is also leverage for VG and they can upcharge SOH fees