Q and A from WDS well worth reading in regards to gas supply and world demand going forward. Expected margins etc. Looking at USA demand is interesting and just where Asia is going to get its gas from going forward . Asia is set up for gas supply and yet the idiots in Australia are doing everything to shut down commercial and residential gas supply when infrastructure exists .
Will be interesting to see any references from WDS analysts in regards to WDS numbers and assumptions. I suspect they will see risk and more sell down to satisfy that risk profile when WDS possibly should be going all in and gritting its teeth but that would impact possible short term return but long term they own the money maker . Still whole project seems hampered by margins and expectation that being a early mover with fully approved and funded project in supplying demand that they will be able to command a premium for reliability in a energy short world. If necessary able to add trains and do it at lower marginal cost than any new entrant.
Shipping - always a issue going forward fro LNG.
Coal- cheap and still competition while generation capacity exist
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)