RE: Price12 Mar 2025 07:20
Possible Concerns:
❌ No Export Flexibility – Mako gas was previously allocated for both domestic use and exports; now, all gas must go to PLN. If domestic demand softens or pricing terms change, it could limit flexibility.
❌ Reliance on a Single Buyer – Selling exclusively to PLN means dependence on a government entity, which can introduce potential risks (e.g., pricing renegotiations, delays).
❌ Regulatory & Contract Changes – The abrupt shift cancels previous GSAs with PGN and Sembcorp, raising questions about regulatory stability.