Speculative Value, page-132

Anyone with access to this article from ENB's Slugcatcher? No need to post the full article of course, just interested in any pertinent points:

https://www.energynewsbulletin.net/slugcatcher/news/1395934/slugcatcher-on-the-increasing-appeal-of-transcontinental-gas-pipeline

Slugcatcher on Qatar and the transcontinental pipeline

"IF Qatar has launched a liquefied natural gas price war, as reported last week, then Slugcatcher can see dramatic changes for Australia’s gas industry with LNG exports crimped and renewed enthusiasm for a transcontinental pipeline."

"News of changes to Qatar's LNG pricing has been restricted so far to a handful of stories in business media, but the detail is so specific that it's hard to ignore."

For those with access to the AFR, this is a good relevant read from a week ago (can't post the link):

Aussie LNG squeezed by Qatar's pricing tactics

"Woodside Petroleum and Santos face potential further delays of several years to $50 billion of LNG investments as a result of Qatar's aggressive turn of tack in LNG pricing to accompany a mega-expansion of ultra-cheap capacity that is seen undercutting projects around the world."

"Woodside, Santos and Oil Search put their expansion plans on ice when oil prices collapsed in March. The Qatari move points to an escalation of the challenge to get them back off the ground, requiring higher oil prices to meet return hurdles."