east coast gas users set for a jolt, page-2

Good article and shows the need for a East Coast DomGas Reservation like in WA, 15% or more ?

Or a consolidation at Gladstone reducing the intensity of the development and spreading it out a bit or just reducing the scale, so domgas is available

Shell have already delayed their project

Of the 3 underway only ORG is short customers but has the biggest reserves

If Shell with its huge LNG market depth wants to get bigger then getting ORG/COP to part with its project and 1 cuustomer would be a big move. BOW is just a nibble.

I would like to see ORG get out of the LNG area and go back to its roots . GK sould be able to get some good $ for his assets.

I might be dreaming as GK might see himself as a O&G honcho like Mr Knox. Maybe he can spin off a separate LNG company. His was a spin-off once so why cant he aspire to spin-off a company.


Cheers