wemay
Site Donor 2023
http://www.infineuminsight.com/insight/sep-2014/uncertainty-ahead-for-base-stocks
'...Although Shell’s GTL base stocks will form the core of its own future Group III slate it is unclear how much product Shell intends to release to the wider market. This means there is still some uncertainty about the level of impact GTL from Shell will have on the wider base stock market
In addition we have seen some disruption to some of the previously announced GTL projects. Shell has decided not to move forward with its proposed GTL project in Louisiana, citing the likely development cost of such a project, uncertainties on long-term oil and gas prices, and its strict capital discipline as the key reasons behind this decision. '
'...Although Shell’s GTL base stocks will form the core of its own future Group III slate it is unclear how much product Shell intends to release to the wider market. This means there is still some uncertainty about the level of impact GTL from Shell will have on the wider base stock market
In addition we have seen some disruption to some of the previously announced GTL projects. Shell has decided not to move forward with its proposed GTL project in Louisiana, citing the likely development cost of such a project, uncertainties on long-term oil and gas prices, and its strict capital discipline as the key reasons behind this decision. '