Valuation Scenario based on CEDAR FLNG analogue project
Cedar LNG Kitimat FLNG project (https://www.cedarlng.com/about/)
- · 3 mT or 400 mmcfd ($3bn capex for FLNG facility owners)
- · Already has 50% gas supply contract @ 200 mmcfd.
- · Gas supplier gets (JKM – liquefaction tolling fee and shipping cost)
- · Indigenous majority ownership stake
- · Renewable electricity for plant (Net Zero) and ties into nearby pipeline supply
- · FID imminent
Scenario: 25 y gas supply gas to 2050 @ 400 mmcfd
Need to get to 3 .5 TCF from bigger RAF or adjacent fields. The 3D could have a surprise benefit:
- · could be DHI to show G/W or O/W contact
- · that would show how deep contact is and also how extensive accumulation is
- · means potential for very accurate resource statement and easy to locate appraisal wells
How’s that work? A mix of
- · Amplitude anomalies
- · Complex seismic trace attribute analysis
- · AI 3D interpretation looking for horizontal phenomena
- · AVO gas extent analysis
- · Key is anomaly that lines up with structural contour (contacts are flat)
Disclaimer: Speculative scenario - Not financial or investment advice - DYOR
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