07-11-2012, 12:54 PM
As has been mentioned before, many of the components of these "stick built" plants are in fact modular, and if you have current designs and specifications and shop drawings and suppliers and prices the time required to pick up another 50% of capacity is nominal. Probably less than the time it would take Mitsui to build its CSP.
BTW, I really like the thinking in this thread. XOM remains my bet as a principle player in the selldown for all the reasons above. Whether they build IOC's LNG plant is irrelevent.
BTW, I really like the thinking in this thread. XOM remains my bet as a principle player in the selldown for all the reasons above. Whether they build IOC's LNG plant is irrelevent.