Alaska/Japan LNG Opportunity Resources Energy, Inc. - A customer's view.

At long last an Alaska LNG customer's concept for a project.  (LINK)

At first read I noted something you rarely see in Alaska Gas Pipeline or Alaska LNG project proposals - as sense of urgency.

They also mention Royalty in Kind (RIK).  This is starting to sound like stakeholders like the State and Customers may bring resources to the project and start moving forward.

Global Warming Disproved!

Global Warming disproved!  Second latest ice out date in the history of the Nenana Ice Classic, so far. It could go the distance.

 

http://www.nenanaakiceclassic.com/

RFP 2013-1000-1881 North Slope Royalty Gas Study

Another study is in the works. LINK

Screenshots of the good bits:

I'm not sure how to interpret this.  It could mean the state or other parties want an equity share in the project.  It will give the State another study to point at.   As time passes I'm beginning to join the "never gonna happen" camp.

Really?

Seriously, this is a "project progress report"?

LINK

The report reads like a project close out report - all done.

SB 21 Link

Link to the Oil and Gas Tax Bill SB-21

Know Your Competition

The progress and possibilities of American LNG projects have been neatly summarized in a competitive bracket format (Article Link), (Bracket PDF Link).

There are no Western Canadian projects on the bracket, but Alaska's Gas Pipeline / LNG project is listed as a wildcard.

It's a good summary and informative in terms of the projects that are competing for LNG investment dollars.

Spoiler alert - Alaska may not be winning!

No Up Side

"Alaska's fiscal regime is broken" According to Dan Seckers, a tax expert with Exxon Mobil.  He went on to characterize the ACES tax rules as having "no upside" due to progressivity.

From 360north.org: