“in 2033, that value is $9.07. To put that into perspective, current futures market prices for delivered LNG in Asia are in the $8 to $9 range. And so that would be on the high end of potentially competitive under current law”
- Speaker
- Dan Stickel
- Timestamp
- 40:32 – 41:16
- Community
- Alaska News
- Captured at
- May 21, 2026
From the transcript
On the bottom right, we have a breakeven price for delivered LNG into the market. And again, this would be what price would the LNG have to be in the global market, given our baseline assumptions, for the developer to earn that 10% rate of return. And in 2033, that value is $9.07. To put that into perspective, current futures market prices for delivered LNG in Asia are in the $8 to $9 range. And so that would be on the high end of potentially competitive under current law, which kind of— and under our baseline assumptions for the $46 billion capital cost.
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