driftwoodlng
Driftwood in each aspect of it from the beginning is a grotesque play. Every single corporate action has begged for a management ejection and Souki has anybody willing to do it “a bail me first” policy, something every potential suitor has refrained to DO. ** Tellurian LNG has been BY-PASSED Left & Right.. Shockingly 47 MMT of new U.S LNG capacity has been FID & financed). Q2 2022 hedge fund letters, conferences and more Tellurian is blend mix distorted cash-flows models, erroneous pricing curves !, wrong project costing wrapped around pipeline/terminal/contracts ! made for the impressionable ...
ValueWalk
In 2020, the Trump admin approved construction of a massive Alaska LNG project that would open up stranded North Slope gas reserves for domestic use and export to Asia. Q4 2021 hedge fund letters, conferences and more In July 2021, a new review was ordered to consider climate change risks. The U.S. Department of Energy will conduct a supplemental environmental review of the $38 billion Alaska LNG project, analyzing the project’s greenhouse gas emissions as the Biden administration prioritizes concerns about climate change. The Trump administration approved the project last year for constructio...
ValueWalk
The environmental carbon emission impact of a project like Driftwood is controversial to begin with. Q4 2021 hedge fund letters, conferences and more Carbon dioxide has to be stripped out of the raw gas before the clean gas is chilled and liquefied at minus 161 degrees Celsius. The CO2 is then vented back to the atmosphere. For an extraction and liquefaction project like Driftwood, Tellurian Inc (NYSEAMERICAN:TELL) needs to cover by its own means an amount 54.5 million C02 mt e. on 10 years. When Tellurian donated $25 million to the National Forest Foundation (NFF) what Renee Pirrong and Tellu...
ValueWalk
In our first 3 installments we have debunked Driftwood LNG Economics, break-even costs. We have laso scrutinized its netback formula deficits with Gunvor and Vitol and Total S.A’s motives to totally write-down their equity investment. We feel that you are now ready for more. Q1 2021 hedge fund letters, conferences and more Tellurian (NASDAQ:TELL) promoters talk month after month about optionality. The narrative is diversity of supply or increased level of volatility. As a matter of fact is the pricing of a real option and we have the model to price this energy option. If Driftwood is an option...
ValueWalk
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