japanese demand for lng, page-5

Noellyn triage at another place posted some more info about the article.Thanks triage!!!

The most substantive one is about the Japanese trading house, Sojitz, and what it may do with its option on half of a Gladstone port site (LNG Ltd has dibs on the other half of the site for its still kicking mini-LNG train proposal). Apparently a couple of years ago Sojitz was keen to do their own version of a mini-LNG train, for about 0.5m tonnes pa, relying on supply from Sunshine Gas, but when Sunshine was taken over by QGC Sojitz was left stranded.

Deutsche Bank apparently reckons the nuclear crisis means that Japan will need not only 29m tonnes a year of new projects just to replace expiring contracts but an extra 9m tonnes per year. So now Sojitz is looking to get back into the game apparently, looking for a source of supply from the likes of Bow Energy, Molopo Energy, WestSide, Blue Energy and "others".