Some food for thought9 Mar 2026 09:14
I jst posted this on the telegram acc.
Jst thinking even if the straits were to open in say a months time. What damage has been done to the Ras Laffan gas plant, this will need to be assessed & repaired, pipework valves compressors may well all have to be replaced and tested as most of us know by now,some of these items have a long lead order time.
The longer the plant is down the bigger the benefit it is to Helix giving Bo more wiggle room to ger the best prices for our hellium.