RE: An just wondering if people on here22 Oct 2023 09:49
Personally I think negotiations have been tough. Tanzania want the gas but for some reason they have held back agreements on the GSA to this stage. ( I think I know why but will keep to myself)
There is no way the company could or should go ahead with supplying until such agreement is in place.
It is clear that if they had gone ahead with the pipeline plan when announced in February then first gas could have come in on time by this month.
Assuming equipment availability I guess it is still physically possible to have first gas by December, however the pipeline from research could take three months plus depending on terrain, so any gas would have to be trucked out and that would probably require different well head arrangements as was hinted in an early RNS on the matter.
Personally due to the current status of the potential CH1 rig, if my thoughts turn out correct, then I think it more likely we will see that spudding in December/January.
The Sultan expects all paperwork to be completed this month so news incoming, that being the case the brakes will be off and the pipeline would likely be constructed in between the short and long rainy season, so first sod might be expected December.
One thing for sure in my mind is once it starts, it will be all go, I think ARA are shrewd enough to make sure everything is covered so the won't be pi@@ed about in the future.
GLA