- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Posted on 4/22/24 at 7:31 pm to Auburn1968
Nope none.
Now that I think about it, some things stand out from the last PR about the commercial-scale DLE column that make the royalty moot for now
-they called it the final de-risking step
-the subtitle of the PR explicitly gives 6 months to test it
-they expected to ramp it end of March
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
Before, I thought that the royalty was the only holdup on FID, but now I think this “last derisking” step is effectively a holdup in itself.
Tldr-expect them to test the commercial DLE column from Apr-Sep before announcing anything big about financing. (Also no royalty rush until then)
Now that I think about it, some things stand out from the last PR about the commercial-scale DLE column that make the royalty moot for now
-they called it the final de-risking step
-the subtitle of the PR explicitly gives 6 months to test it
-they expected to ramp it end of March
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
Before, I thought that the royalty was the only holdup on FID, but now I think this “last derisking” step is effectively a holdup in itself.
Tldr-expect them to test the commercial DLE column from Apr-Sep before announcing anything big about financing. (Also no royalty rush until then)
Popular
Back to top
Follow TigerDroppings for LSU Football News