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Gold/Mining/Energy : Gasification Technologies

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To: Dennis Roth who wrote (436)	6/29/2006 5:32:21 PM
From: upanddown	Read Replies (1) of 1740

Hi Dennis Would it be reasonable to say that GTL can only work economically in some remote corner of the world where: 1. There are huge quantities of stranded gas with no local market. 2. The gas is made available to the GTL plant at a price far below NG prices in this country. It appears that ORYX will use approx 10K cf to make a barrel of very high quality diesel. That is approx $60 worth of gas feedstock at today's price. The diesel will sell at a premium in Europe but how much? Let's say $100 a barrel. That might be marginally profitable after all costs. The US and Europe really don't have the gas quantities needed and will likely conclude that their NG is more valuable as NG than diesel. CTL, on the other hand, seems to have much better economics that work right now. I have a lot of SSL but I like it better for its CTL process than their GTL projects. John

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