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

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To: profile_14 who wrote (42747)	4/26/2005 9:55:32 AM
From: CommanderCricket	Read Replies (1) of 206329

profile, "we are about two years away from receiving LNG in sizable quantities, based on everything I have read." Where have you read NA will receive sizable quantities of LNG in 2 years? What's sizable? 1 - 2 BCF/day? - that's less one year of depletion at current rates. Who's building the LNG trains to supply this LNG? The infrastructure involved to make a difference is enormous and I haven't seen anything that changes the dynamics of the market this side of 7 - 8 years. Besides, the near term opportunity is this summer and inventory for the next winter and LNG will have little or no impact on this years problems. Would like to read these articles as I could be wrong here Michael

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