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Within months, Mubadala Energy is expected to make a final investment decision on its Tangkulo development in Indonesia’s South Andaman block, where recent discoveries have revealed more than 2 trillion cubic feet of gas-in-place. Additional finds in the same basin could hold more than 6 trillion cubic feet. The project is being hailed as another milestone in Indonesia’s push to become a major regional gas supplier.

But the bigger story is not the gas beneath the Andaman Sea. It is the strategic choice facing the United Arab Emirates.