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.

Flurry of FERC Filings

This week a number of firms filed motions or comments with the Federal Energy Regulatory Commission (FERC). Active engagement from the producers and affected parties is a good sign. Remember FERC matters - FERC issues permits for pipelines. That other four letter acronym AGIA - (Alaska Gas Inducement Act) does not.

ConocoPhillips Alaska, Inc. Comment on Filing Motion/Notice of Intervention

The State of Alaska Motion/Notice of Intervention

Notice of request for approval of plan for conducting an open season re TransCanada Alaska Company LLC

BP Exploration (Alaska) Inc. Comment on Filing

ExxonMobil Gas & Power Marketing Company, a division of ExxonMobil Corporation (as Agent) Comment on Filing

Motion to Intervene and Comments of BG Alaska E&P, Inc. (LNG?)

FYI - The FERC elibrary site is not one of the best. It only works about 50% of the time on the weekend. Update - Sunday morning - FERC website and these links are O-tay.