03-02-2013, 06:54 AM
LT,
Great poll but I really can't choose.
Has anyone thought of "local" LNG operators.
Pertamina(Indonesia), BP(Tanguh Indonesia), Petronas (Malaysia), or Woodside(Australia).
I know Woodside is looking to diversify from primary Australia operations, they have already done so with the Med LNG project.
Pertamina is experienced but has some issues with its natural gas internally, might want to diversify to satisfy its Asian customers with a different resource base.
BP, continues to rediversify its portfolio and may be a dark horse.
Petronas, Ken has heard this rumor before, perhaps they too are looking for other sources of natural gas for a LNG project.
I really am at a loss though.