Tuesday, July 5, 2022

Driftwood -- July 5, 2022

Link here.


Tellurian Driftwood LNG has been mentioned on the blog several times. This might be one of the more comprehensive posts regarding Driftwood LNG

But this is the post. Link here.

Reminder:

Qatar:

  • capacity to reach 126 million tonnes yearly by 2027
  • current capacity: 77 million tonnes, 2022
  • delta: 126 - 77 = 49 million tonnes
  • Driftwood: 27.6 million tonnes per annum

Tea leaves: US energy is going to blow away the rest of the world over the nest two decades. With or without renewable energy. 

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