gladstone lng

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    note the weakness in mpo, bow, sto ( sure it has a cap raising ) and org in particular - is this because everyone thinks now that maybe there are enough lng plants coming on

    org has got really weak especially after bg snared the chinese and of course the big lng plants in wa ,png and even nt are progressing further all the time.

    we did have some good discussion on some of those earlier posts but i don't recall anyone mentioning the really high co2 levels in that wa and nt gas - yes woodside et al talked down the csg calorific value of csg lng ; but how big a drawback is the high co2 for those competing with gladstone assuming a carbon price comes in in a few years of say $20??
 
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