Q: Would you be able to provide information on which companies are expected to benefit the most from exporting their natural gas through the west coast LNG? What is the expected timing for this benefit to show up in their financial results?
Thank you
Thank you
5i Research Answer:
The Kitimat plant is expected to begin start up sometime in 2024. In addition to direct impact, the plant should generally provide support for gas prices in general. We would see ARX, BIR, TOU and PEY as benefactors.