Orbital fuel depots were discussed by the Augustine panel that helped chart NASA's new course. The idea being that you need less rocket if you have fuel waiting on orbit (which could be supplied any time). But you could also use them with larger rockets. You get the same benefit but they are less critical.
One of the 4 or 5 areas to R&D under the Obama FY2011 plan was to be fuel depots but the money just isnt going to be there now. Congress wanted the big rocket and capsule straight away. It's currently unknown if NASA will make use of them.
For it to work, NASA as an anchor customer would be very helpful. Just as the ISS is helping commercial supply / crew. They are good in general for commercial because they increase the flight rate (lots of fuelling missions).
Quote:
"Once initial funding is received to initiate the detailed planning effort, we expect to be open for business in LEO in the 2015 timeframe,"
This statement is a problem. They don't have the funding lined up and need 15 billion in investment? I'll stick with NASA and start-ups founded by wealthy businessmen for now. Jeff Bezos, Elon Musk & Robert Bigelow all bring private fortunes into the mix.