Wednesday, February 9, 2011

BG outlook for LNG

Check out this presentation by BG: (LINK)

Items of note: Use of LNG will be constrained by supply. There's also a good table showing the cost of shale gas on page 52. The shale gas cost page supports my view that the longer term gas price will approach $6/MMBTU vs. free.

Long story short - there's still a market for Alaskan natural gas.

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