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+--- Thread: RJ on LNG (/showthread.php?tid=9263)
RJ on LNG - Putncalls - 10-27-2015
This has a Focus on US LNG and it explores the current world market.
The LNG market is luke warm and there is a lot of excess capacity on the drawing board.
https://www.dropbox.com/s/xmazfyx41e9tr47/RJ%20on%20LNG.pdf?dl=0
RE: RJ on LNG - jft310 - 10-27-2015
All these LNG plants proposed can't be built . Banks will not finance all of them .
RE: RJ on LNG - Putncalls - 10-28-2015
I would like to note that according to their cost analyses the US isn't even close to matching the PNG price. Did anyone notice the 3-4$ shipping costs?