FERC NTP & DOE NFTA, page-3

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sohoisnotforsale

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28/11/16

11:29

Post #: 20929703
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Originally posted by Dozen ↑

Now the Sierra Club appeal has been seen off, and there are no other appeals afoot, a key question is how long will FERC NTP & DOE NFTA take?

Some here think a matter of only two weeks, which I regard as rather optimistic and the shortest possible timing given we are talking about bureaucracy and that COE need to complete their report.

One clue on timing might be GV's comments at the Aussie presentations the week of 25 July. He was convinced both approvals would occur by the end of the quarter, that is the end of September i.e. ~2 months from then, given that he thought the Sierra Club appeal would have been despatched well before then.

2 Months, then hopefully is the longest probable timing - i.e. the end of January 2017.

One should hope therefore that the rising LNG price trend, which started on 7 November, will continue till then at least.

Another bullish factor could be an increasing gap between international oil prices and HH gas prices. Assuming OPEC manage to constrain supply somewhat and the set point for oil prices rises somewhat, then I think Nth American shale oil production will rise steadily again and the associated gas production will also rise, keeping HH gas prices down which would be good for future BTA customers.

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good observations dozen! havent seen too many of your posts on the LNG board, but will keep an eye out in the future...

nice pullback this morning, healthy and not entirely unexpected.. i took some profits last week and will re-stock this week...

here are some weekly charts of nat gas and US crude prices...

Last edited by sohoisnotforsale: 28/11/16

LNG Price at posting: 65.5¢ Sentiment: None Disclosure: Held
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0 Great analysis

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FERC NTP & DOE NFTA, page-3

Top Stories

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Banshee's historic trenches prove rich in antimony and gold for GDM

Cyclone signs MOU with Vale for development of Iron Bear play

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Tyranna wraps up lithium drilling in Angola; says looking for other projects with different metals

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

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