RE:RE:RE:RE:what will be the lowest price??????One of the many pretty pictures Alfred paints. PEA tries to turn what for them is a necessity, into a superior virtue. An alleged advantage over US competitors.
The "tolling approach" producers like Cheniere are hands down the industry leaders. In the southeast US they dont have to worry about supply or inadequate supply. PEA does not have any choice but to pursue the integrated model: owning a lot of the supply, and probably needing to own a piece of the action in one or more pipelines, for this to ever fly.
TechnicallyHigh wrote:
Companies like Tellurian and NextDecade are realizing their tolling approach is hurting them and they cant get gas down to their regions at competitive prices.
Alfred's got his solution. Canada should appreciate.