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May-28-2008
Linde Waste Management to convert landfill gas into LNG
Georgia Dino-2 well Taribani eastern Georgia's Kura basin
Enstar moving ahead on 'bullet' gas line from North Slope
Alaska Gasline Inducement Act Gas line
Suez in Talks to Sell Distrigaz Stake to Italy's Eni
May-28-2008
Gazprom signs LNG agreement with Rabaska
PDVSA, Galp Energia plan LNG, oil projects
Russian oil/gas companies interested in Mediterranean area
Alaska recommends TransCanada's Alaska gas pipeline
ERG-Shell's Sicily LNG regas plant approved

ERG-Shell's Sicily LNG regas plant approved
Eric Watkins Senior Correspondent OGJ.com LOS ANGELES, May 20
ERG SPA Chief Executive Officer Alessandro Garrone said the regasification terminal his firm plans to build with Royal Dutch Shell PLC at Priolo, Sicily, has received environmental clearance and will be operational in 2013.  "We have just obtained the VIA (environmental) clearance," Garrone said, referring to one of the main steps in the clearance process.
In 2007, ERG postponed the start of operations at the plant to 2011 from 2010.
In February, Italy's Il Sole 24 Ore quoted Garrone as saying delays in government approval of the project were "unacceptable." At the time, Il Sole said, the project had already cost 15 million euros and had been awaiting approval for 3 years.

On start-up, the plant will have a capacity of 8 billion cu m/year, with a potential expansion capacity to 12 billion cu m/year. ERG said construction will begin in 2010.

Earlier this month, Italy's environment ministry approved plans by Compagnie Industriali Riunite SPA's energy unit Sorgenia SPA and northwest utility Iride SPA for construction of an LNG terminal at Gioia Tauro in Calabria (OGJ Online, May 2, 2008).

Last October, Italy's Council of Ministers approved plans to simplify and accelerate the permitting process for new LNG terminals. The plans aimed at easing planning restrictions, which had prevented several terminal developers from securing final planning approvals for their facilities.

The new plans no longer require operators to consult the public works council Consiglio superiore dei lavori pubblici. Instead, Italy's Environment Ministry will conduct and complete an environmental impact assessment for final authorization by the Ministry of Economic Development, the Ministry of Environment, and the Ministry of Infrastructure.

Suez in Talks to Sell Distrigaz Stake to Italy's Eni
By Anthony DiPaola and Alan Katz May 24 (Bloomberg)
Suez SA, the French power provider merging with Gaz de France SA, entered exclusive talks to sell its majority stake in Belgian gas distributor Distrigaz SA to Eni SpA after the Italian company offered the highest price.

Eni will complete its examination of Distrigaz's accounts next week and ``should sign'' a final agreement May 29, Suez said in a statement today. Suez spokeswoman Caroline Lambrinidis declined to give financial terms. An Eni official declined to comment.

Suez and Gaz de France, both based in Paris, agreed to sell Suez's 57 percent stake in Distrigaz to gain approval for their merger. Brussels-based Distrigaz, which has a market value of 4.4 billion euros ($7 billion), has contracts for liquefied natural gas and supplies of fuel from the Netherlands, Norway and Qatar.

``This will make Eni a little stronger in Europe, and it weakens Suez's energy business in Belgium,'' said Andre Chassagnol, an analyst at Paris-based brokerage HPC Paresco.

The offer from Rome-based Eni beat out bids from E.ON AG and Electricite de France SA, Suez said in the statement. The purchase would give Eni, Italy's largest oil company, more access to fuel and customers in northern Europe.

Distrigaz shares rose 89.99 euros, or 1.5 percent, to 6,289 euros yesterday. Eni shed 53 cents, or 2 percent, to 26.40 euros in Milan, giving it a market value of 106 billion euros.

Energy Assets

The sale is conditional on the merger of Suez and Gaz de France, the pre-emption right of Publigas not being exercised and European Commission approval, Suez said. Suez also said it may buy ``a number of energy assets'' from Eni.

Eni offered the concession to supply natural gas to the city of Rome and some Italian power generation capacity as part of its bid, Chief Executive Officer Paolo Scaroni said May 20. Scaroni said winning Distrigaz was very important for Eni.

Distrigaz attracted European competitors seeking to increase their size as power and gas markets open to competition. The company owns pipeline capacity for gas transit in Belgium and other European countries, and sells the fuel to industrial consumers across northwest Europe.

Alaska recommends TransCanada's Alaska gas pipeline
By OGJ editors HOUSTON, May 22
Alaska Gov. Sarah Palin, along with the state's natural resources and revenue commissioners, recommended that the Alaska legislature accept a natural gas pipeline proposal from TransCanada Alaska Co. LLC and Foothills Pipelines Ltd.

State officials on May 22 announced they believe TransCanada's plan deserves issuance of a license under the Alaska Gasline Inducement Act (AGIA) along with a $500 million inducement from the state.
Lawmakers will have 60 days to review the license proposal. A special session begins June 3 in Juneau. If the Legislature were to grant TransCanada the license, the company then would hold an open season to solicit firm gas shipping commitments.

After the open season, TransCanada would apply for a federal certificate. If approved by the Federal Energy Regulatory Commission, pipeline construction could begin. Alaska state officials said construction could take up to 3 years.

TransCanada proposes a 4.5 bcfd pipeline that would extend 1,715 miles from a gas treatment plant at Prudhoe Bay on Alaska's North Slope (ANS) to the Alberta hub. The Alaska section of the 48-in. pipeline would be about 750 miles long, and would have five gas delivery points in the state.

Denali 'uncertain'
Palin said TransCanada's plan was binding and enforceable, which she believes makes it more appealing to Alaska than the BP PLC-ConocoPhillips-sponsored Denali gas pipeline proposal.

In April, BP and ConocoPhillips announced they would join resources to build a 4 bcfd gas pipeline from ANS to markets in Canada and the US. They said they plans to spend $600 million over the next 36 months on the first of many phases of the Denali line, namely an open season (OGJ, Apr. 14, 2008, p. 30).

The Denali proposal was not submitted under the AGIA applications. Palin told reporters during a May 22 news conference that no commercial terms are specified under that plan so both costs and benefits to the state are uncertain.

Alaska Gasline Inducement Act Gas line
May 25th, 2008

Palin plan deserves open-minded look from state legislators
When the Legislature passed the Alaska Gasline Inducement Act with one dissenting vote, lawmakers sent a message: Alaska has learned from the mistakes we made with the trans-Alaska pipeline.
That oil pipeline is owned by the same companies that produce North Slope oil. Owning both the oil and the only way to get it to market enabled the companies to discourage competitors who didn’t own a share of the line. If you wanted to drill for North Slope oil, and didn’t own a piece of that very expensive, but very profitable, pipeline, you had a hard time making money.

The producers/pipeline owners locked up the entire North Slope oil basin for more than two decades. That’s one reason North Slope production has dropped from 2 million barrels a day to about 740,000.

With a North Slope gas line, Gov. Palin insisted, and legislators agreed, the state should take a much different approach.

Open access is key
First and foremost, they decided to pursue an open access gas line. That means the first set of shippers can’t lock out newcomers. The line’s owners must agree to expand to make room for new producers. And the rates have to be reasonable. They should not gouge in-state customers and should be affordable for new shippers.

If a company agreed to those and other essential conditions, the state would offer up to $500 million to underwrite most of the company’s early expenses for a gas line. The state also pledged not to change production taxes on natural gas during the first 10 years of the pipeline’s operation. The amount of tax shippers have to pay when they’re first asked to commit to the line won’t go up for at least a decade.

Binding commitments
In return, the pipeline builder will make binding, enforceable commitments to do the project on the state’s terms — not mere promises that are subject to change. Nor do those commitments depend on the state signing away billions in state revenue from natural gas.

Gov. Palin says the proposal from TransCanada meets those conditions and more. Her administration has spent more than $10 million analyzing the proposal and comparing it to other options: a liquefied natural gas (LNG) export to Asia and a possible Conoco-BP line to the Lower 48.

The conclusion, says Gov. Palin: TransCanada’s export gas line nets out much better for the state and is more likely to succeed.

The Legislature’s turn
Now it’s the Legislature’s turn. The job of lawmakers is to see if the deal is as good as advertised.

The Legislature can’t amend the deal; lawmakers must vote it up or down. If they want changes, TransCanada would have to agree to amendments. As provided when the state sought proposals, the company’s offer expires at the end of August, so there is no time to dilly-dally.

Gov. Palin’s gas team will show Alaskans and lawmakers all the state’s assumptions and unfiltered analyses from its legal and financial experts. This week, the administration will hold a three-day seminar in Anchorage to present the information and field questions.

The governor says she can demonstrate that the deal is a win-win for the state and the producers. That’s ideal. But as legislators review the TransCanada deal, they must remember: Their first and only obligation is to maximize the benefits to Alaskans now and far into the future.

What about LNG?
The LNG idea still retains a lot of populist, Alaska-first appeal. However, it is just a dream that has never gotten traction in the private sector. The LNG proposal is clearly an inferior alternative.

In fact, a line to the Lower 48 could actually improve prospects for the LNG project. The line from the North Slope to Delta Junction will be expandable, and from there, it is a shorter and more easily manageable connection to a future LNG port at Valdez.

The recommended contract includes other off-take points for in-state use of gas. Rates for in-state gas will be based on how far the gas is shipped. Deliveries inside Alaska will pay less than gas that’s shipped all the way through the line.

The Conoco-BP proposal
What about Conoco and BP’s idea? They have agreed to commit up to $600 million to study their project. However, it has many contingencies and fails the state’s most important test: It doesn’t guarantee the line would be open to new gas producers on reasonable terms. (And when they get further along, they will still want to talk about “fiscal certainty” for their project.)

Tax changes?
Gov. Palin’s analysis says an independently owned line to the Lower 48 is extremely profitable for the state as well as for producers, so no state tax changes are necessary. If that’s true — and the Legislature should test that assertion — over the next 30-plus years, natural gas can do for Alaska’s economy and the state treasury what oil production has done. AGIA, the Alaska Gasline Inducement Act, has clearly pushed North Slope producers to quit stalling on a gas line. Gov. Murkowski went to the producers with hat in hand, eager for a project on any terms. He made a raft of concessions to the producers in hopes they would eventually build the line, but he never got a credible commitment to move the project forward.

SOVEREIGN, NOT SUPPLICANT
Under Gov. Palin, the state has acted as a sovereign, not a supplicant. Legislators and the governor decided what approach is best for the state and offered incentives to get the deal the state wants.

The TransCanada proposal leaves room for the North Slope producers to invest in building the line, if they wish to do so. Ideally, the two camps will join forces to build a project on the terms the state needs — open access and reasonable rates — to ensure full development of our natural gas resources.

The North Slope producers won’t do it out of the goodness of their hearts. If Alaskans want it to happen, we need our legislators to keep AGIA in play.

At up to $500 million, that is not a cheap card to keep in the game. But if Gov. Palin is right, the payoff will be many billions of dollars — for Alaska’s economy and all of us — for decades to come.

BOTTOM LINE: TransCanada’s proposal sounds worthy of legislative support, but check the details to make sure.

Enstar moving ahead on 'bullet' gas line from North Slope
 5/25/08 www.voiceofthetimes.net

The decision by Enstar Natural Gas to spend $6 million over the next eight months for research on a "bullet" gas pipeline from the North Slope to Southcentral Alaska is a bold step forward for an Alaskan company.

It's also a logical one. If only Gov. Sarah Palin and the Alaska Legislature could be so logical.

Enstar will use its money for engineering to determine the feasibility of a line to bring natural gas to area consumers. The company is facing a looming shortage of gas, but such a line would . . .

(cont'd from front page) probably require major industrial users to make the project worthwhile.

Large corporate customers are entirely possible and were once a mainstay of the Kenai Peninsula economy, where Cook Inlet gas provided feedstock for a refinery, a liquefied natural gas plant and a fertilizer plant.

Flint Hills Resources also has a refinery at North Pole, near Fairbanks, and Fairbanks Natural Gas has also expressed interest in the bullet line.

Today the LNG plant at Nikiski, owned by ConocoPhillips and Marathon, is still functioning and ships its output to Japan, and the nearby refinery is owned by Tesoro Alaska and produces jet fuel, gasoline, diesel, propane and other products, primarily for the Alaska market.

Agrium's fertilizer plant at Nikiski is closed but the owners have expressed interest in reopening it if adequate supplies of feedstock gas can be secured.

Given the enormous need for fossil fuels in China and the rapidly expanding economies of other Pacific Rim nations, prospects for the industrial users Enstar would need seem excellent.

Previous estimates of the finished cost of a bullet line suggest it will be $3 billion or so. It would probably make more sense for the state to put the $500 million that Palin seems intent on giving to TransCanada for nebulous purposes into a bullet line serving Railbelt customers.

Then let the North Slope producers build their own gas pipeline, the Denali project, at their own expense.

Russian oil and gas companies interested in Mediterranean area
CAIRO, May 21 (RIA Novosti)
 Russian oil and gas companies are interested in developing the Mediterranean region and are set to expand their presence in the area, an executive of Russia's largest independent natural gas producer said Wednesday.
"We are interested in working in the Mediterranean," Leonid Mikhelson, Novatek board chairman, said at an international conference in Cairo, Egypt, adding that Russian technology would suit the region's climatic conditions.
"Therefore we will be expanding our presence in the region, based on the principle of economic feasibility," Mikhelson said.

Last September Novatek bought a 50% stake in a concession agreement for the exploration and development of the El-Arish offshore deposit in Egypt from Tharwa Petroleum S.A.E.
The offshore block covering an area of approximately 2,300 sq km (888 sq miles) is located along the Mediterranean coast to the north of the Sinai. Half of the block lies at depths of up to 50 meters (164 ft) with the remaining area reaching up to 500 meters (1,640 ft).
The agreement provides for a minimum exploration period of four years, which will include geophysical studies and the drilling of two wells.

Established in 1994, Novatek handles the prospecting, production and refining of gas and liquid hydrocarbons. Its gas fields are located in the Yamal-Nenets autonomous area in West Siberia, which has the world's largest natural gas reserves. The region accounts for over 90% of Russian natural gas output and around 20% of global gas production.

PDVSA, Galp Energia plan LNG, oil projects
Eric Watkins Senior Correspondent LOS ANGELES, May 16 ogj.com
Portugal's Galp Energia and Venezuela's state-owned Petroleos de Venezuela SA (PDVSA) have signed five cooperation agreements concerning energy projects for oil, renewable energy, and natural gas, including two LNG liquefaction plants.

The agreements follow a memorandum of understanding the two companies signed last October and cover the creation of the LNG projects, joint work in the Orinoco belt, the purchase of oil, and development of wind farms.

The two companies will jointly develop two LNG projects in Plataforma Deltana and Mariscal Sucre fields. Each project will involve construction of a pipeline to carry gas from the fields to the liquefaction trains.

The liquefaction facilities will be installed at Gran Mariscal de Ayacucho industrial complex, at Guiria, in Sucre state. Each train will have the capacity to process a total of 6.5 billion cu m/year of gas to be sold on the international market as LNG.
For the two LNG projects, Galp and PDVSA will create two companies, owned 15% and 85% respectively. Under the agreement, Galp will receive 2 billion cu m/year of LNG from the companies, with first LNG expected before 2014.

Galp and PDVSA also signed an agreement for joint studies for the development, production, upgrade, and commercialization on the international market of crude oil produced on the Boyaca 6 Block in the Orinoco belt.

After completing the ongoing Boyaca 6 reserves certification process and concluding the joint studies in 2009, PDVSA and Galp will found a company to implement the project.

PDVSA agreed to sell 2-4 million bbl/year of oil to Galp at market prices, an agreement that can be renewed annually.

Galp and PDVSA also signed an MOU for development of four wind farms, having a total capacity of 72 Mw, in Guajira, Chacopata, and Nueva Esparta states.

Galp will provide training and technical assistance to the future operators of the wind farms and will secure the transfer of the technology associated with the project.
Georgia Dino-2 well Taribani field eastern Georgia's Kura basin
By OGJ editors HOUSTON, May 8
Frontera Resources Corp., Houston, said it appears to have established sustainable oil production with no associated flow of sediment at its Dino-2 well in the Taribani field unit in Block 12 in eastern Georgia's Kura basin (see map, OGJ, Nov. 26, 2007, p. 32).

Zone 9, a 10-m reservoir at 2,300 m, has produced at rates as high as 150 b/d of 36° gravity oil on a 4/64-in. choke with 1,500 psi surface pressure drawdown from bottomhole pressure of 5,900 psi after frac.

The well will remain on test for 20-60 days, and the workover rig and frac equipment are moving to the T-45 location for a frac pac completion attempt in Zone 9 at 2,400 m.

Gazprom unit signs LNG agreement with Rabaska partners
Doris Leblond OGJ Correspondent PARIS, May 16
In what is considered its first venture into North America, Gazprom Marketing & Trading USA Inc., a wholly owned subsidiary of Russia's OAO Gazprom, is set to import Russian LNG supplied from the Shtokman liquefication project, which is due on stream in 2014. The LNG will supply the entire capacity of the Rabaska LNG terminal, to be built in Levis, Que., and also due on stream in 2014.

A letter of intent was signed between Gazprom M&T and the Rabasca partners: Canada's Gaz Metro and Enbridge Inc. and and Gaz de France, which has been involved in the Rabasca terminal project since 2004. The agreement outlines that Gazprom M&T will become an equity partner in the proposed $840 million Rabasca LNG regasification project and contract for 100% of the import terminal's capacity.
Final agreements are expected to be signed by yearend.

The Shtokman gas and condensate field, discovered in 1988, lies in the central part of the Barents Sea, 450 km northeast of Murmansk. The Rabaska terminal is designed to receive, store, and regasify 500 MMcfd of gas and is intended to introduce a source of gas supply to the Quebec and eastern Ontario to fuel electric power generation.

Linde, Waste Management to convert landfill gas into LNG
By OGJ editors HOUSTON, May 13

Linde Group and Waste Management Inc. plan to build a $15 million plant in California to convert landfill methane gas into LNG to fuel 300 trash trucks and recycling collection vehicles.  The plant at Altamont landfill near Livermore, Calif., is scheduled to begin operating in 2009. Linde North America said it will be responsible for the plant engineering work as well as for collecting and purifying the landfill gas.

The project to capture and convert methane gas into LNG would cut greenhouse gas emissions by an estimated 30,000 tonnes/year, project organizers said.
The plant is expected to produce as much as 13,000 gpd of LNG. Waste Management already has a fleet of LNG vehicles.

The project received grants from the California Integrated Waste Management Board, the California Air Resources Board, and the South Coast Air Quality Management District, a Linde spokeswoman said.