0:48
Nicholas Fulford
8:31 - 9:20
"one of the key features for Alaska is that when you look at that delivered cost to Asia, it's going to have to be roughly the same or slightly less than that U.S. Gulf Coast marginal price"
“one of the key features for Alaska is that when you look at that delivered cost to Asia, it's going to have to be roughly the same or slightly less than that U.S. Gulf Coast marginal price”
- Speaker
- Nicholas Fulford
- Timestamp
- 8:31 – 9:20
- Source
- SFIN-20260527-1330
- Community
- Alaska News
- Location
- Alaska
- Captured at
- May 27, 2026
From the transcript
But one of the key features for Alaska is that when you look at that delivered cost to Asia, it's going to have to be roughly the same or slightly less than that U.S. Gulf Coast marginal price. So that's, that's one consideration. Now, the second consideration from a competition point of view is, is Canada. And the reason for that is that the economics of LNG coming out of Canada are broadly the same as, as that in Alaska. The, um, the gas price, the input gas price that they have to pay, is slightly higher than the numbers that we've been seeing reported in the press for Alaska.
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