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[@saulkavonic](/creator/twitter/saulkavonic)
"LNG bears too pessimistic Long term $7/mmbtu used to be the market 'mid case'. Now $X is the price floor. $10-12 emerging as the new long term price. Thats a profound positive change for the longer-term price outlook that the market does not fully appreciate" #LNG"  
[X Link](https://x.com/saulkavonic/status/1978539613208863075) [@saulkavonic](/creator/x/saulkavonic) 2025-10-15T19:12Z 3970 followers, 10.3K engagements


"Stokes interests reject gas intervention pushed by BlueScope via @australian"  
[X Link](https://x.com/saulkavonic/status/1975853087647789224) [@saulkavonic](/creator/x/saulkavonic) 2025-10-08T09:17Z 3969 followers, XXX engagements


"Santos CFO Sherry Duhe to exit after less than a year A CFO departing after just a year with no notice and no reason suggest all isn't fine at Santos. When a CFO leaves very abruptly after a short tenure that can be a red flag about either the accounts or the governance in an organisation. This comes a top mounting pile of red flags that weve seen at Santos over the last six months. The XRG bid recently collapsed amidst questions about the valuation and disclosure that occurred throughout the potential acquisition process. Santos is now back to having no succession planning Santos has"  
[X Link](https://x.com/saulkavonic/status/1978132602310766885) [@saulkavonic](/creator/x/saulkavonic) 2025-10-14T16:15Z 3969 followers, 6274 engagements


"But distress for US LNG is coming: Some US LNG projects may end up distressed in coming years given riskier EPC contracts could see 30%+ cost blowouts atop already sub commercial offtake arrangements leaving creditors in a bind"  
[X Link](https://x.com/saulkavonic/status/1978539712261345753) [@saulkavonic](/creator/x/saulkavonic) 2025-10-15T19:13Z 3970 followers, XXX engagements


"Fresh fault discovered at Beach Energys flagship gas project via @australian"  
[X Link](https://x.com/saulkavonic/status/1979157807237669030) [@saulkavonic](/creator/x/saulkavonic) 2025-10-17T12:09Z 3970 followers, XXX engagements


"Energy Transfer Delays Lake Charles LNG Project Decision to"  
[X Link](https://x.com/saulkavonic/status/1979162972279762974) [@saulkavonic](/creator/x/saulkavonic) 2025-10-17T12:29Z 3970 followers, XXX engagements


"$600mm debt at XX% interest . econs of this project are questionable"  
[X Link](https://x.com/saulkavonic/status/1979293368334324134) [@saulkavonic](/creator/x/saulkavonic) 2025-10-17T21:08Z 3970 followers, 5158 engagements


"Santos CFO shown the door by chairman after raising culture concerns Former Santos CFO Sherry Duhe says she was abruptly dismissed from her job days after raising concerns about the leadership style of the oil and gas giants chief executive Kevin Gallagher. Duhe met Gallagher on October X and told him of her intention to resign citing the company culture and Gallaghers leadership style. Afterdetailing the improvements that would be needed for her to stay 'Chairman Keith Spence stepped in and told her that she would have to leave.' Another red flag for Santos governance: Santos has lost two"  
[X Link](https://x.com/saulkavonic/status/1980206120267600050) [@saulkavonic](/creator/x/saulkavonic) 2025-10-20T09:35Z 3970 followers, 2102 engagements


"Yes but why did she resign Whats in the letter she wrote Why would the internal CEO succession candidate leave after only a year in the role Why did this happen a month after XRG walked away from Santos after doing due diligence The second bidder to walk away in X years after looking under the hood. Why is the CEO building private CEO bathrooms flying in private jets and launching books that describe 'his natural charisma and sense of mirth. With intense eyes so blue they are disconcerting". All on the company dime. Santos total shareholder return has been XXX% pa since they rejected the"  
[X Link](https://x.com/saulkavonic/status/1980250674010137000) [@saulkavonic](/creator/x/saulkavonic) 2025-10-20T12:32Z 3970 followers, XXX engagements