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Enron Mail |
Vince,
I was thinking about the type of things you could be talking to Jeff Shankman about, in the Dabhol LNG context. It occurred to me that one way to collect on regas charges, and still find alternate cutomers for gas is through the railways. Some time back, I had looked into the possiblility of transporting LNG by train. Apparently, technology exists wherein LNG can be put into cryogenic containers that can be trucked as well as the same containers being loaded from trucks to train bogies. I believe this maybe a way to earn some monies with LNG by developing just such a market in India for Commercial customers. It is pertinent to note that the Konkan Rail line is just about 1 hr. 45 minutes from the Dabhol plant. Trucks from Dabhol could carry LNG to the rail line at Guhagar from where it could travel up and down the west coast of India. If we target end-consumers directly, we could easily sell at retail type prices, and build in a large margin, even if the volumes disposed are relatively smaller. (The alternative fuel for most of these establishments is diesel or naphtha which is highly priced, and mostly trucked along roads,increasing costs). The end aim is to keep income targets in India, so that the Analysts do not have a field day with the stock. Hence keeping activity up in India, and showing that solutions exist, will keep stock price buoyed. We could explore this idea if it appeals! Regards, Sandeep.
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