高盛:然气接下来会怎样ln Pass时间线不确定性带来4美元亨利枢纽价格延迟的风险
dentsu电通·2024-05-28 13:43
更多资料加入知识星球:水木调研纪要关注公众号:水木纪要 Goldman Commodities Sachs Research 27 May 2024 I 6:53PM EDT Natural Gas: What's Next: Golden Pass timeline uncertainty poses risk $4 Henry Hub is delayed Golden Pass construction timeline uncertainty rises... Following reports of labor issues in recent weeks, we (and consensus) delayed the expected start-up of the project by six months, into 2H25. The bankruptcy filing last week by the lead constructor company building the 2.1 Bcf/d Golden Pass LNG export facility in the US raise ...