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+--- Thread: Mkt. Prefers Rumors - Here's Rumors (/showthread.php?tid=3382)
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RE: Mkt. Prefers Rumors - Here's Rumors - TxPm - 04-16-2013
"Last point - why is InterOil so focused on drilling Elk-4 and another Antelope well (yesterday was the first time we've heard this...) unless the project is going to be much bigger than investors think? I wouldn't be surprised if the Gulf project were 8-12mtpa."
This last statement about the project being 8-12mtpa is what I wanted to address. Seeing as how the JVOA is already signed with the DPE and I'm assuming approved by the bidders why weren't any of the slides for yesterday's PowerPoint talking about the 3.8mtpa that we have been hearing? The slides are still, even after the signed JVOA, talking about an 8-12mtpa Gulf LNG. My baseline scenario is still a 3.8mtpa project to start that may be expanded to two trains BUT I think there is the possibility that we get two or three trains from the start.
Other thoughts?
RE: Mkt. Prefers Rumors - Here's Rumors - Spartina - 04-16-2013
It's interesting because phil kept talking about the market sweetspot being in the range of 3.8 mtpa in the cc and the ease of financing a smaller project.
RE: Mkt. Prefers Rumors - Here's Rumors - Tree - 04-16-2013
'Spartina' pid='20851' datel Wrote:It's interesting because phil kept talking about the market sweetspot being in the range of 3.8 mtpa in the cc and the ease of financing a smaller project.
Hey Spartina, Glad you are back from your reef inspection. I kinda recall Phil saying that BOTH resource reports, GLJ and GC show there was enough nattie for an 8Mtpa start-up.
The 3.8 Mtpa sweet spot had only a guarantee of 4 Tcf dedicated. Where O' where will that other 4+ known T's go ??