'jft310' pid='66583' datel Wrote:Stavros- could you give us more details on your comment about Yamal eventually being 5.5 mtpa per train . Are the units built out to that capacity in the beginning or are these add ons . Thanks .
Also Antelope South is within the current land leases bought by Total and the seismics look good with multi T estimates pre drill. If that proves out there should no doubt that PRL-15 has 10 T's plus . The TBR area outside PRL-15 has a government request for another Super Major and The IOC BOD has incentivized Hession to sign a deal with a non Total. Or it will be interesting .
The fact there are no announced plans to drill Antelope South (actually, more to the point, those plans have been cancelled) tells me
1. there must be little concern about certifying enough gas at E/A to support a two train project and
2. Total is in no rush to bring large new quantities of LNG to the market anytime soon.
I continue to believe that reliable natural gas supply, now available with the growing LNG infrastructure, will drive the fuel's adoption at an increasing rate due to its ease of use and mature market of gas burning devices. I recall the refrigerator at my in-law's home in Chicago. The refrigerator was fueled directly by natural gas. It had to be over 60 years old when they finally got rid of it. The freezer compartment was small and it didn't have an automatic icemaker.