As these export terminals take years AND YEARS to build, it will be interesting to see how many of the 12 permitted [but not yet in construction] terminals will actually get built. Especially so as the author references the additional supply of nat gas required for all 12 of these export terminals to profitably operate. So how does this work? Do the planned export terminals line up nat gas supply reaching them FIRST in such-and-such future year before they make a final construction decision? and for that matter also do they line up offshore customers to export the gas to, also before the construction decision is made? With price tags in the billions I assume something like this must make up a lot of their "go-no go" decision making. ?
I found your 7 May blog on the Spartan Delta business model quite interesting. Perhaps I could suggest something similar done for BIR.TO and PEY.TO as this could give us side-by-side numbers to compare the companies to each other looking out a couple of years. Just an idea.
Great article! Thanks for it!
As these export terminals take years AND YEARS to build, it will be interesting to see how many of the 12 permitted [but not yet in construction] terminals will actually get built. Especially so as the author references the additional supply of nat gas required for all 12 of these export terminals to profitably operate. So how does this work? Do the planned export terminals line up nat gas supply reaching them FIRST in such-and-such future year before they make a final construction decision? and for that matter also do they line up offshore customers to export the gas to, also before the construction decision is made? With price tags in the billions I assume something like this must make up a lot of their "go-no go" decision making. ?
I found your 7 May blog on the Spartan Delta business model quite interesting. Perhaps I could suggest something similar done for BIR.TO and PEY.TO as this could give us side-by-side numbers to compare the companies to each other looking out a couple of years. Just an idea.
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