Replies to post #25225 on The Rising Influence of Rising Affluence

[DewDiligence]

Pricing for the large majority of SHEL's NG output is linked to either Brent or JKM.

[winchem21]

Will Shell re-partner with ET on Lake Charles LNG 16.4M metric tons/year production plant?

Energy Transfer submitted a request this week to have permits for this project extended from 2025 to 2028.

Energy Transfer requests extension to 2028 for Lake Charles LNG project https://seekingalpha.com/news/3796204-energy-transfer-requests-extension-to-2028-for-lake-charles-lng-project?source=copyToPasteboard

The proposed 16.4M metric tons/year plant and pipeline modifications originally were planned to enter service by late 2020 but was granted permission in 2019 for an extension to December 2025.

Lake Charles LNG has secured all necessary federal, state and local permits related to construction of the project.

[DewDiligence]

Two slide sets from SHEL today….

Integrated Gas Update:
https://www.shell.com/investors/investor-presentations/2022-investor-presentations/lng-outlook-2022-and-shell-insights-integrated-gas-business-update/_jcr_content/par/textimage_6665.stream/1645291670085/be1cf6acf49abb52da10d9504ca61c47b4e461df/integrated-gas-market-update.pdf

2022 LNG outlook:
https://www.shell.com/promos/energy-and-innovation/v1/lng-outlook-2022-report/_jcr_content.stream/1645378179742/3399fc5b65329ddf5fda80ad6cf2f6eab2abd9e5/shell-lng-outlook-2022.pdf