"Stocks that stand to gain the most from the LNG wave
Dundee Capital Markets
Special to The Globe and Mail
Published Thursday, Jan. 30 2014, 4:48 PM EST
theglobeandmail.com
Globe editors have posted this research report with permission of Dundee Capital Markets. This should not be construed as an endorsement of the report’s recommendations. For more on The Globe’s disclaimers please read here. The following is excerpted from the report:
The potential economic benefits could be enormous even if a fraction (which is our base case scenario) of the dozen or so projects on the drawing board go ahead. LNG for B.C. could provide a similar cash windfall as the one experienced by Alberta's Oil Sands.
We estimate the capex spend over the next 20 years when accounting for incremental drilling, gas processing and gathering pipelines could hit the $88-billion to $219-billion (lower end of range assumes one large project goes ahead, while the higher end assumes three projects get sanctioned); this figure does not include capex related to the construction of exporting LNG terminals and sales pipelines which could add another $16-billion to $43-billion."...
