LNG macro analysis, page-1573

Thanks, Frank,

IF IDG are willing to invest in LNG storage, their investment in JOVO provides years of experience for them. JOVO are distributors of a variety of petroleum gases, all from one depot in South China, as I read it. They have one import LNG tank for 160,000 M3 capacity. & turnover 1.5M tons LNG PA. They were the first non-government importer. User base is domestic & commercial, with delivery by trucking & a suburban pipeline. So, I guess/hope the IDG team have been investigating locations. An issue seems to be rules about trucking from port to user depot. However, many coal fired power stations, fertilizer plants etc are usually in wharf areas.  So maybe its a matter of building or financing LNG storage near or on a group of the users' premises.  I don't recall what size minimum shiploads are economical? Cheers, Japes