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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Dennis Roth who wrote (25834)9/21/2003 11:14:00 AM
From: WWS  Read Replies (1) of 206084
 
Dennis, thanks for your interesting observations about LNG and its potential for price stabilization in domestic Ngas markets. In order for the mechanism that you envision to work, wouldn't we have to assume that an awfully large proportion of all possible LNG cargoes would be for sale on the spot market, and not otherwise restricted as part of long-term supply agreements? What would your prediction be as to the percentage of LNG production that will likely be tied up under such long-term supply agreements?
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