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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (62674)	4/13/2006 6:54:30 AM
From: Ed Ajootian	Respond to of 206131

Dennis, thanks again for your helpful comments. I never thought of LNG being priced in relation to oil but that makes sense if the Asians can burn diesel. So it makes more sense that the US prices would only serve to act as a floor vs. a complete price-setting mechanism for LNG. This would last as long as their is excess regassification capacity, which I believe is expected to be the case for at least the next few years, correct? But once the pendulum swings in the other direction, and the world has excess liquifaction capacity, what would you expect to happen then to the economics? Somebody in the chain is making some serious coin on that LNG that is going for $9-10 this month. Any idea who that would likely be (i.e., the producer in Trinidad, the Trinidad government, the LNG gasification plant in Trinidad, the LNG trading company, or all of the above?)