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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: nspolar who wrote (22489)	11/28/2002 11:57:48 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 36161

ns polar, Thanks for the update on LNG/project pricing. I think we'd both agree that whatever price level that LNG takes, that that price level will influence domestic production pricing. I have a couple of friends who work upon the North Slope gas P/L team. Ideally the P/L will be a 48" rather than a 36" P/L heading southward. It also only makes complete sense to route it through the Mackenzie Delta Fields. Whether it swings along the North Coast shallow aters as we know will dpeend upon a number of factors. The amount of production moving through the P/L will equal about 9% of the US' gas demand on an average day and 5-6% of the demand on a high pull day- so there will be some rearraging of market/transportation contracts on adjacent P/l's; however I believe that the North American market will absorb the new capacity well.