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Re: So just who is going to pay for Coastal Gaslink cost increases?There us nondoubt in my mind that pipemtolls will be higher due to capex inflation. However, the win for all is importation via arbitrage of a measure of the differential between Station 3 pricing (currently ~$3.10/mcf CDN) and JKM pricing (currently $19.49 US/mmbtu or ~ $26 CDN for the front month (March)). Pulling in just $1-2/mcf of the $23/mcf differential (I didn't bother with the 4% diff between mcf & mmbtu, irrelevant to my point) is the secret sauce that makes everything work for everyone (NOCs with production are indifferent, one pocket or the other). Regards, David |
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| Msg # | Subject | Author | Recs | Date Posted |
| 62369 | Re: So just who is going to pay for Coastal Gaslink cost increases?-Naam | navajojoe | 2 | 2/2/2023 10:49:23 AM |
