A Reader Weighs In On Calcasieu Pass -- November 13, 2020

Yesterday I posted a piece on a new LNG export terminal in Louisiana: Calcasieu Pass. Link here. 

I really don't understand any of this. The story caught my eye because I had not heard of this site before. 

A reader who writes me regularly on LNG export terminals and has been a great source for helping me contemplate the future when it comes to LNG sent me a note after I posted the Calcasieu Pass story:

The ongoing construction process at Calcasieu Pass offers a glimpse of the potential for several other proposed US LNG plants, specifically using pre-manufactured, smaller modules that are shipped to location  and assembled onsite.

The Tellurian project and the Rio Grande LNG operation will each produce 27 million tonnes per annum (mtpa) using this approach if and when they decide to proceed to construction.

The 10-mtpa Calcasieu Pass project has a mirror image plant - only twice the size - ready to go by the same company at Plaquemines Parish if the market deems it worthwhile to build.

Note: For some context, size-wise, Qatar had announced a 33=mtpa increase in production (from current 77 to 110 mtpa), before increasing the expansion to 126 mtpa.

The 4 above mentioned US plants - Calcasieu Pass, Plaquemines Parish, Tellurian's Driftwood, and Next Decade's Rio Grande LNG will have a total combined output capacity of 84 mtpa.

(As an aside, the cold boxes for CP come from an intriguing company ... Chart Industries. These guys are manufacturing all sorts of hardware - particularly smaller scale storage - that is enabling other companies to profitably place smaller, gas-fired power plants in remote, small locations worldwide).

The speed at which all this is occurring is simply breathtaking.

It looks like A is for Apple, B is for Bakken, and C is for Calcasieu Pass.