Specialist
Senior Director at RDG Energy Group
Agenda
- Key liquefied natural gas (LNG) trends within the Gulf of Mexico
- Venture Global's Calcasieu Pass LNG project and competitive positioning post-completion
- Outlook for 2019 and beyond
Questions
1.
What is your updated perspective on Venture Global, the recent Calcasieu deal, and what are the main key themes or trends that you’re finding particularly interesting or noteworthy?
2.
You said you think the credit ratios are fine, but earlier on you mentioned the contracts and customers and their creditworthiness. Can you further discuss wanting there to be more investment-grade customers?
3.
Concerning Venture Global’s pricing compared to any competitor, is there anything operational that can justify or might be able to push out the margin risk you discussed?
4.
You talked about using money efficiently. Louisiana’s known for being accommodative, at least in the public eye. If they were to get rubbed the wrong way, what kinds of risks would that entail for Venture Global?
5.
Can you share a best-case scenario if Venture Global pulls off these projects? How could that impact future contracts?
6.
It appears that Venture Global does have the higher risk. What makes its proposal more interesting than your standard LNG project in terms of the rate of return?
7.
What are your thoughts on the Tellurian Driftwood project?
8.
Is there anything further that you feel is important for us to walk away with?
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