11-02-2013, 02:09 AM
I would say there is very little chance that the first 4+ Tcf will not go to PNG LNG Train 3. I'm pretty sure they can get to FID and build Train 3 faster than for Gulf LNG, for which I would expect the initial phase to be about 4 mtpa, assuming a deal for a PNG LNG train, with allowance for expansion beyond that.

