12-23-2012, 02:06 AM
Stravos,
you bring up some strong points but using an article from mclenndon was not the best idea. Chesapeake has been in disarray from both a pr stand point and financial. I agree with you that only a handful of us projects will go forth. I see our Canadian brethren as a much more likely option. Mexico entering the equation wouldn't not surprise me either. That being said operators will not tolerate sub 4 dollar nat gas prices and will continue to find ways to help increase demand.
In the long run iocs economics win out,however competition is about to get very fierce that's why I have stressed a sooner rather than later methodology for getting agreements done.