We presented a masterclass on Vietnam's oil & gas sector at our Vietnam Access Day investor conference last week. Please find our masterclass slides attached and key takeaways below: We believe PetroVietnam will develop a series of gas projects/LNG import projects. Substantial demand for gas (expected to triple over the next ten years) is the driver. Total capex of USD14bn for domestic gas projects and USD5bn of capex for LNG projects should bring jobs for O&G service providers over the next