Hi Amber, FYI-I also follow Rob West of Thunder Said Energy. He was on Close of Business Tuesday (COBT) podcast last week and stated that new coal mine development cost in India and China is increasing significantly. Rob state at about 35:00 minute mark that it would be cheaper for China and India to import LNG rather than develop new coal mines. I am not asking you to agree or disagree, but wanted you to be aware of his thoughts as you develop your LNG articles as his comments surprised me and seem to go against the conventional thought. I liked your last LNG article and I am thinking about your article and Rob’s podcast comment.
Interesting! Outside my area of expertise, but I'm skeptical, at least for the foreseeable future when seaborne coal prices are still very low (plus the large infrastructure investment required for gas pipelines relative to coal delivery).
Hi Amber, FYI-I also follow Rob West of Thunder Said Energy. He was on Close of Business Tuesday (COBT) podcast last week and stated that new coal mine development cost in India and China is increasing significantly. Rob state at about 35:00 minute mark that it would be cheaper for China and India to import LNG rather than develop new coal mines. I am not asking you to agree or disagree, but wanted you to be aware of his thoughts as you develop your LNG articles as his comments surprised me and seem to go against the conventional thought. I liked your last LNG article and I am thinking about your article and Rob’s podcast comment.
Interesting! Outside my area of expertise, but I'm skeptical, at least for the foreseeable future when seaborne coal prices are still very low (plus the large infrastructure investment required for gas pipelines relative to coal delivery).