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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (13617)	7/23/2025 8:10:44 AM
From: Elroy Jetson	Respond to of 13771

President Joe Biden approved the new Alaska LNG project on 17 April 2023 with the earliest possible Alaska LNG deliveries to Asia in 2031. - highnorthnews.com Alaska's Kenai LNG plant operated for 48 years beginning in 1969 making it one of the oldest such facilities in the world. At the time of its completion it was the largest LNG plant in the world. Conoco-Philips shut-down Alaska's first LNG plant in 2017 amid a glut in LNG supply with record low prices and this and a new north slope project failed to gain support from the Trump Administration. - adn.com - adn.com . New York-based energy firm Glenfarne and the Alaska Gasline Development Corporation agreed 14 January 2025 on a deal to develop the Alaska LNG project. More than a decade in the making the agreement is a key step to move the project towards realization. Alaska LNG will transport gas resources on the state’s north slope, transport them via an 800-mile (1,300 km) pipeline to a yet-to-be-built liquefaction plant in Nikiski on the Kenai Peninsula, and export the super-chilled gas via tankers to markets in Asia. By piping the gas to the ice-free waters of southern Alaska the project can rely on conventional LNG carriers, rather than the more expensive and complex ice-capable variety. Glenfarne is simultaneously developing projects in Texas and Louisiana, though neither the Texas LNG and Magnolia LNG projects have achieved investment stage and are years from being built. At the earliest Alaska LNG would begin piping natural gas and liquefying it in 2031. With a capacity of 20mn tonnes per year the liquefaction facility in Nikiski would rival Russia’s Arctic projects.

To: elmatador who wrote (13617)	7/23/2025 11:07:54 AM
From: robert b furman	1 Recommendation Recommended By elmatador Read Replies (1) \| Respond to of 13771

Trump needs help geting US E&P's to take an expensive risk on LNG from Alaska. A LNG line that is in Alaska has been a dream for de ades now. It is a necessary ingredient to get US E&P's to risk the cost of winter only drilling on the tundra of the North Slope. If Trump can get a LNG pipeline to the West (Some have wanted a parallel line next to the Alyeska pipeline (which is down to 25% utilization), a second revenue source will bolster the desire for more drilling for oil. Environmentally, it is a BIG PLUS, since flaring into the pristine country unspoiled by anything is a BIG step to gain support. I also foresee the dual fuel electrical generation of power at site will be in the specs for even being able to bid. Cat has a dal fuel diesel/ natural gas engine that saves 1 million dollars every 1000 hours of running. It reduces the number of truck loads of diesel needed to drill. Some technical issues are slowly coming together to make it work. Using natural gas from the well, and a paid for LNG pipeline vs flaring are two huge obsticles removed from making it commercially viable. I'm thinking it will get done, all in due time. Bob