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

To: Bearcatbob who wrote (144651)	2/4/2011 3:04:51 PM
From: teevee	1 Recommendation Read Replies (1) \| Respond to of 206203

bob, The GTL plants in the middle east have zero nat gas input cost. there is no doubt that with shale gas, the long term resource exists in North America to supply GTL plants. What must be done is for Federal and state gov'ts to work with industry to work out a new tax and royalty scheme for synthetic fuel or synthetic crude that everyone can live with. Regarding the north slope, although the reserves are reported at 66TCF or greater, and infrastructure including a liquids pipeline, along with a tanker loading terminal, is in place, there are huge nat gas resources at hand in the lower 49, close to nat gas, crude and refined product pipelines.

To: Bearcatbob who wrote (144651)	2/4/2011 6:04:04 PM
From: akmike	1 Recommendation Read Replies (1) \| Respond to of 206203

Hello BCB, It would be great for the North Slope except that the resource is controlled by Exxon,BP, and Phillips. TAPS could be renovated by re-pigging and product shipped to Valdez in the existing pipeline and then, once on water shipped to where the highest prices could be realized. When we consider that FT transportation fuels are the cleanest from the carbon complex, that high price market would be the Pacific Coast, primarily CA. Just happens that the majors that own the resource on the Slope also control West Coast refining. Ergo, let's wait awhile until our refineries are in need of renovation and Alaska rejiggers its petroleum tax regime to accommodate our needs. JMHO, Mike

To: Bearcatbob who wrote (144651)	2/5/2011 5:02:00 PM
From: Bread Upon The Water	2 Recommendations Read Replies (1) \| Respond to of 206203

My understanding is/was that GTL technology came up on the radar screen prior to the huge amounts of North American shale Gas bein discovered as a way to export the huge quantities of stranded ME natural gas to N.A.. Since the discovery of NA shale the importation of LNG is no longer needed and hence the technology is not either. However, conversion of coal into syn gas may have application in NA and Sasol is the world leader at that.