santos appears to have supply problems, page-3

Excellent posts from Holy and db76 imo.

I see Roma gas being used for similar but different reasons.

Being conventional gas, it can be turned on and off at the tap and can flow at a trickle or a rush essentially on whim.

Imo, Roma gas will be at its most valuable as "peaking gas" to be used to make up shortfalls during start up periods (months) as capacity is added to new trains. It will also be handy if CSG production is ever interupted for a range of possible reasons. I see CSG, with its long lead in times during depressurisation, being better regarded as "baseload gas" (years).

db76 is right imo in new skills being required to develop, manage and control gas from 1000's of CSG wells ... imagine the process control and software development. I can see it being sensible to be targeting say 90-95% with CSG and 5-10% with conventional gas if for no other reason than it is hard to turn off CSG supply and easy to turn on conventional gas supply.

Imo, the successful GLNG consortia will have access to CSG for baseload and conventional gas for peaking ... I say "access" because they can own it or buy it ... and excess CSG from one consortium can be peaking gas for another, if cleverness prevails.

A good time to be looking for nearby conventional gas supplies imo.

Cheers
Dex