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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding
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To: elmatador who wrote (13621)7/23/2025 2:08:54 PM
From: Elroy Jetson3 Recommendations

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You always have to keep in mind the fact that LNG from most of North America has to pay far higher costs for natural gas because there's alternate market demand from piped natural gas to industry and consumers.

Places like Qatar and north-west Australia, where there is effectively no local demand for piped gas, will always be the least-cost producers when LNG prices tumble because natural gas itself can cost them as little as nothing.

Because it would be prohibitively costly to connect the North Slope of Alaska with piped natural gas demand, natural gas from the North Slope is also nearly free when LNG prices decline which makes this project unique in North America.

Other LNG projects in Canada or the US Gulf Coast quickly become massive money losers when LNG prices cyclically decline too far - as they always do, because they have to shut down production while continuing to pay for their capital costs.
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