That has been my belief as well SF, just seems pretty obvious ... other than we relatively small retailers, nobody seems to care at all about the retail market, as long as the big fish that keep the lights on are on board, and the "whales" (BP) are talking.
With no obvious retail strategy, then obviously that leaves a somewhat clear picture of the likely future goals ... but what, when, how, and how much?
... at some point, there has to be an intersect between the "value" vs "risk/costs" graph ... that is attractive to both sides, assuming BP does believe in the science.