Great thread but wonkers, Lawry1967 should have been mentioned if not but for his pictures and ability to woo the crowd
Great old vid
13 minutes
talk of total LNG transport costs being $5.50/GJ.
For this reason and also lower costs in Mongolia EXR stand to get better margin than any Australian gas after 50%PSC costs for natural gas price of anything less than $12aud/GJ. A couple of dumb examples
Eg 1.
EXR 0.5($12/GJ-cogs$2-trans$1.5)=$4.25/GJ
VS
Aust $12/GJ-cogs$3-trans$5.5)=$3.5
Eg 2.
EXR 0.5($9/GJ-cogs$2-trans$1.5)=$2.75/GJ
VS
Aust $9/GJ-cogs$3-trans$5.5)=$0.5/GJ
17 minutes
I still believe OYU TOLGOI power station is a real possibility and they could easily cut the legs of coal plans at the 11th hour
New to EXR?- Read this- some research that might assist, page-5
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