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| Date: 2025-04-07 Page is: DBtxt001.php txt00023249 | |||||||||
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SECTOR - ENERGY - OIL AND GAS
LNG INFRASTRUCTURE Business Economics ... Liquified Natural Gas Infrastructure 
Original article: https://mail.google.com/mail/u/0/#inbox/FMfcgzGqQmMSlMxDCCXqJGqfmRSPsQzk Peter Burgess COMMENTARY The mainstream media is not doing a very good job of reporting anything but the most superficial and easy news. This is more than unfortunate because it feeds into all sorts of powerful and dangerous misinformation that is on full display at the present time as the 1922 mid-term election season gets into high gear. I picked up on the following little bit of financial news related to the financing of LNG (Liquified Natural Gas) infrastructure in the United States. I learned a little bit about the natural capital wealth of the United States in a Original article: recent video which described the natural gas reserves of the United States up there with the Middle East and the Russian Federation. While US energy policy must pay attention to carbon pollution and climate change, this abundance of accessible fossil fuel in the form of natural gas / LNG that can backfill shortages in Europe and elsewhere caused by the essential embargo on Russian natural gas imports is important and valuable. Peter Burgess |
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Business Economics ... Liquified Natural Gas Infrastructure
TGLO Will Succeed Where TELL Failed From National Inflation Association editor@inflation.us via icontactmail1.com September 26th 2022, 10:25 AM TheGlobe.com (TGLO)'s parent company Delfin Midstream will succeed where Tellurian (TELL) failed. A lot of it comes down to project economics. TELL required $12 billion in upfront financing for the first phase of construction of its Driftwood LNG Project, with total Driftwood LNG Project initial CAPEX estimated to be $30 billion (assuming no cost overruns, and cost overruns are common with land-based LNG projects). TELL's Driftwood LNG Project would have total export capacity of 27.6 MTPA but this would amount to initial CAPEX of $1,087/TPA. For a land-based LNG project equal to the size of TELL's Driftwood you need to get initial CAPEX down to only $600-$700/TPA for the economics to make sense and for the project to attract financing. For a smaller, less-risky land-based LNG project with total export capacity of only 10 MTPA, initial CAPEX in the $750-$950/TPA range might be financeable. TGLO could become the second most valuable U.S. LNG company after only Cheniere Energy (LNG), because Delfin Midstream's Delfin LNG Project is a fully permitted deep-water LNG port with non-FTA export license capacity of 13 MTPA. Combined with Delfin Midstream's adjacent Avocet LNG Project where they are seeking to obtain permitting for a second deep-water LNG port with an additional 14 MTPA of non-FTA export license capacity, TGLO's parent company Delfin Midstream could soon have total non-FTA export license capacity of 27 MTPA. This will be roughly equal in size to what TELL was attempting to achieve at Driftwood, but Delfin's initial CAPEX will amount to only $550/TPA or approximately 1/2 the cost of TELL's Driftwood. By using FLNG technology, not only will Delfin achieve America's lowest initial CAPEX/TPA, but the Delfin LNG Project is considered by institutional investors to be the lowest risk of all U.S. LNG projects since it can be financed one FLNG vessel at a time! Each FLNG vessel will have an export capacity of 3.5 MTPA and costs less than $2 billion to build! With Delfin already receiving large pre-Final Investment Decision investments in recent weeks from Vitol and Devon Energy, it is possible that Delfin only needs to finance $1 billion to make the Final Investment Decision on their first FLNG vessel, which Delfin expects to make before year-end followed by their merger into TGLO! Look for TGLO to surpass TELL in share price within weeks. Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is not a solicitation or recommendation to buy, sell, or hold securities. This message is meant for informational and educational purposes only and does not provide investment advice. 
Texas LNG project Original article: From Wikipedia, the free encyclopedia The Texas LNG project is a multi-decade liquid natural gas shipping terminal project near Brownsville, Texas. It has been in the planning stages since the early 2010s and, as of 2019, gained regulatory authority approval for construction and operation in the 2020s, with initial export shipments as early as 2025. The facility is intended to enable US natural gas that is in good supply in the US to be efficiently stored and shipped to the global market in an efficient (liquified) form. The Texas LNG LLC company of Houston, Texas completed environmental review and received a permit from the Federal Energy Regulatory Commission (FERC) in 2019. The company is expected to make the final investment decision on the project no earlier than 2021, and start construction on the project as early as 2022.[1] Description The project is intended, when fully built out circa 2030, to process up to 4 million tonnes of natural gas annually. Phase 1 of the project will process just half that, and could be operational as early as 2025. Phase 1 of the project will be able to process up to 300,000,000 cubic feet of natural gas per day (320,000 GJ/d).[2] History The United States has had a massive shift in LNG terminal planning and construction starting in 2010-2011 due to a rapid increase in US domestic natural gas supply with the widespread adoption of hydraulic fracking petroleum recovery technology. Many new LNG import terminals are planning or have begun addition of liquefaction facilities to operate as export terminals. Texas LNG LLC obtained the project site at the Port of Brownsville in 2013 (on the north side of the Brownsville Ship Channel[3]), and completed conceptual design and preliminary engineering in 2014. The front-end engineering and design (FEED) study for the project was completed by Samsung Engineering in 2016.[1] The final environmental impact statement was approved by the Federal Energy Regulatory Commission (FERC) in March 2019.[2] On 21 November 2019, U.S. regulators approved the permit for Texas LNG LLC to build the facility, following an extensive environmental review. The specific approval was to build and operate the Texas LNG Brownsville LLC plant and shipping terminal at the Port of Brownsville.[4] One month after approval, the Sierra Club and other environmental groups asked the FERC to reconsider the permits, saying the agency failed to adequately consider environmental impacts.[5][needs update] As of 2020, the Texas LLC company was expected to make the final investment decision on the project no earlier than 2021, and start construction on the project as early as 2022, with the first phase of the project ready for commissioning by 2025. The second phase, with doubled capacity handling up to 600,000,000 cubic feet of natural gas per day (630,000 GJ/d), could commence operations no earlier than 2027.[1] https:/en.wikipedia.org/wiki/Texas_LNG_project ... Open original article Kinder-Morgan-2020-ESG-Report.pdf ... Open PDF: KMI-Policy-Paper-LNG-Exports.pdf ... Open PDF (8 pages): FERC-2022-N-American-LNG-export-terminals.pdf ... Open PDF (3 pages): |
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