Bueno, la realidad es que a pesar de que TGP reducirá el EBITDA, el FCF seguirá aumentando ya que la reducción de EBITDA se compensa con un menor pago de intereses al menos hasta 2022. A partir de 2023 ya dependerá de los rates que por cierto se esperan buenos a partir de 2H 2022 atendiendo a la demanda de gas en Asia/oferta de barcos.
Del call de Golar:
Now in shipping, we're pretty well covered for the course of this year. Depending on who you listen to, 2022 can be a very interesting year for shipping in terms of the relative tightness. And I think we're extremely well positioned to make a call on that, halfway to 3 quarters away through this year as we look to our shipping strategy for the years coming. So that's shipping. And I think that flexibility of the shipping strategy will give us choices on what we do with ships, whether they're in the company, out of the company.
Un saludo