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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Dennis Roth who wrote (154507)	9/8/2011 7:32:38 AM
From: Dennis Roth	of 206150

Engineering & Construction Biweekly Pertamina Could Spend $20B-$40B on Natuna Gas Field; Vogtle on Track to Receive COL in 2011 8 September 2011 ¦ 48 pages citigroupgeo.com Commentary in This Issue — Indonesia’s Pertamina and its partners could spend between $20 billion and $40 billion on the offshore Natuna gas field project located 700 miles from Jakarta. Wheatstone LNG has been given final environmental approval. Osaka Gas Co. will build an LNG tank at its Senboku LNG terminal. The construction contract for the 1,014 MW Al Rumeila power plant in Iraq is expected to be awarded this month. The $5.5 billion Northern Gateway pipeline in Canada has been fully subscribed. Lastly, Georgia Power said they are on track to receive a COL at Vogtle by the end of 2011... ...Investment Opportunities — For investors willing to look beyond the near-term headwinds and able to sustain volatility, we believe E&Cs with exposure to developing economies and the Oil & Gas end market offer a compelling risk reward proposition. We recommend investors focus on: CBI, FLR, KBR and MDR.

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